+116.0%
OILU vs VOO
+75.5%
+40.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.4% |
| 7D | +6.0% | +0.1% | +5.9% | +5.7% |
| 30D | +38.1% | +0.1% | +38.1% | +37.4% |
| 3M | +20.6% | +2.0% | +18.6% | +13.4% |
| 6M | +32.8% | +13.0% | +19.8% | -2.0% |
| YTD | +137.2% | +13.6% | +123.6% | +72.5% |
| 1Y | +129.7% | +20.1% | +109.7% | +47.7% |
| 3Y | +15.0% | +77.6% | -62.6% | -65.6% |
| All | +116.0% | +75.5% | +40.5% | -25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling