+137.6%
OILU vs VOO
+18.2%
+119.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | +0.5% |
| 7D | +2.7% | -0.8% | +3.5% | +2.0% |
| 30D | +17.7% | -1.1% | +18.8% | +16.7% |
| 3M | +37.9% | +3.9% | +34.0% | +42.5% |
| 6M | +28.7% | +13.6% | +15.0% | +40.8% |
| YTD | +143.7% | +12.7% | +131.0% | +165.5% |
| 1Y | +137.6% | +17.6% | +120.0% | +172.7% |
| All | +137.6% | +18.2% | +119.4% | +172.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling