+97.7%
USO vs VEU
+73.8%
+23.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -1.9% |
| 7D | +9.1% | -1.4% | +10.5% | +8.7% |
| 30D | +21.7% | -0.4% | +22.1% | +21.6% |
| 3M | +20.2% | +2.5% | +17.7% | +21.4% |
| 6M | +43.4% | +11.1% | +32.2% | +48.0% |
| YTD | +124.0% | +16.5% | +107.5% | +127.0% |
| 1Y | +112.2% | +22.9% | +89.3% | +111.8% |
| 3Y | +97.7% | +73.4% | +24.2% | +81.4% |
| All | +97.7% | +73.8% | +23.9% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling