+82.0%
USO vs VEU
+155.0%
-73.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.7% |
| 7D | +9.1% | -1.4% | +10.5% | +9.8% |
| 30D | +21.7% | -0.4% | +22.1% | +21.8% |
| 3M | +20.2% | +2.5% | +17.7% | +18.0% |
| 6M | +43.4% | +11.1% | +32.2% | +31.4% |
| YTD | +124.0% | +16.5% | +107.5% | +97.6% |
| 1Y | +112.2% | +22.9% | +89.3% | +80.1% |
| 3Y | +97.7% | +73.4% | +24.2% | +27.8% |
| 5Y | +217.4% | +56.1% | +161.3% | +121.5% |
| All | +82.0% | +155.0% | -73.0% | -11.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling