+19.5%
OILU vs VOO
+75.9%
-56.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.5% |
| 7D | -0.2% | -2.0% | +1.8% | +2.8% |
| 30D | +17.5% | -1.7% | +19.2% | +20.0% |
| 3M | +29.9% | +4.7% | +25.1% | +18.0% |
| 6M | +39.4% | +12.6% | +26.9% | +7.9% |
| YTD | +144.4% | +11.8% | +132.6% | +90.6% |
| 1Y | +136.6% | +17.5% | +119.0% | +64.9% |
| All | +19.5% | +75.9% | -56.4% | -56.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling