+78.6%
USO vs RVMD
+622.3%
-543.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | +9.1% | -3.0% | +12.1% | +9.3% |
| 30D | +21.7% | -0.7% | +22.4% | +21.7% |
| 3M | +20.2% | +36.5% | -16.3% | +18.2% |
| 6M | +43.4% | +104.6% | -61.2% | +37.1% |
| YTD | +124.0% | +155.8% | -31.9% | +110.4% |
| 1Y | +112.2% | +340.7% | -228.5% | +92.3% |
| 3Y | +97.7% | +519.9% | -422.3% | +70.7% |
| 5Y | +217.4% | +584.9% | -367.5% | +164.4% |
| All | +78.6% | +622.3% | -543.7% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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