+94.5%
USO vs VCIT
-1.2%
+95.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | +0.1% |
| 7D | -2.7% | -0.5% | -2.2% | -5.1% |
| 30D | -6.3% | +1.0% | -7.3% | -1.2% |
| 3M | +10.9% | -1.4% | +12.3% | +1.2% |
| 6M | +2.0% | -2.1% | +4.1% | -8.9% |
| YTD | +104.6% | -1.8% | +106.3% | +81.1% |
| 1Y | +94.5% | -1.4% | +95.9% | +72.2% |
| All | +94.5% | -1.2% | +95.8% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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