+213.1%
USO vs VEEV
-13.7%
+226.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.2% |
| 7D | +9.1% | -4.6% | +13.7% | +9.2% |
| 30D | +21.7% | +8.6% | +13.0% | +21.5% |
| 3M | +20.2% | +62.4% | -42.2% | +19.5% |
| 6M | +43.4% | +40.3% | +3.1% | +43.0% |
| YTD | +124.0% | +17.5% | +106.4% | +124.5% |
| 1Y | +112.2% | -6.1% | +118.3% | +114.6% |
| 3Y | +97.7% | +16.7% | +81.0% | +96.7% |
| All | +213.1% | -13.7% | +226.8% | +232.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 5y: compounded portfolio wealth divided by compounded VEEV 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…
5y analysis · Full analysis span regression · 6 months rolling