+112.2%
USO vs VCLT
-4.4%
+116.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.1% |
| 7D | +9.1% | -1.4% | +10.5% | +5.0% |
| 30D | +21.7% | -1.2% | +22.9% | +18.0% |
| 3M | +20.2% | -4.8% | +25.0% | +7.4% |
| 6M | +43.4% | -2.6% | +45.9% | +37.0% |
| YTD | +124.0% | -3.3% | +127.3% | +108.9% |
| 1Y | +112.2% | -4.8% | +117.0% | +97.0% |
| All | +112.2% | -4.4% | +116.6% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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