+102.2%
USO vs VEU
+17.0%
+85.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.0% | -10.0% | -5.4% |
| 7D | -12.7% | +0.2% | -12.9% | -12.2% |
| 30D | +1.0% | -2.1% | +3.1% | -1.4% |
| 3M | +25.6% | -2.7% | +28.3% | +22.3% |
| 6M | -1.5% | +3.2% | -4.7% | +6.4% |
| YTD | +110.3% | +12.6% | +97.7% | +142.7% |
| 1Y | +102.2% | +17.1% | +85.1% | +134.2% |
| All | +102.2% | +17.0% | +85.2% | +134.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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