+101.7%
OILU vs VT
+57.0%
+44.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.3% | +3.6% |
| 7D | +16.7% | +2.4% | +14.3% | +11.6% |
| 30D | -12.9% | -1.5% | -11.4% | -11.3% |
| 3M | +7.6% | -4.1% | +11.8% | +14.4% |
| 6M | +16.0% | +0.6% | +15.4% | +7.9% |
| YTD | +121.5% | +11.0% | +110.5% | +56.5% |
| 1Y | +109.0% | +13.3% | +95.6% | +40.3% |
| 3Y | +40.5% | +73.4% | -32.9% | -63.3% |
| 5Y | +120.6% | +57.4% | +63.2% | -12.5% |
| All | +101.7% | +57.0% | +44.7% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling