+112.2%
USO vs VEA
+25.5%
+86.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -0.9% |
| 7D | +9.1% | -1.5% | +10.6% | +7.4% |
| 30D | +21.7% | -0.8% | +22.5% | +20.8% |
| 3M | +20.2% | +2.5% | +17.8% | +24.6% |
| 6M | +43.4% | +11.1% | +32.2% | +71.6% |
| YTD | +124.0% | +17.2% | +106.8% | +158.5% |
| 1Y | +112.2% | +24.5% | +87.7% | +141.7% |
| All | +112.2% | +25.5% | +86.7% | +141.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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