+224.5%
USO vs VEU
+53.0%
+171.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.3% | +6.9% | +5.7% |
| 7D | +11.5% | -1.9% | +13.4% | +11.6% |
| 30D | +24.1% | -0.7% | +24.8% | +24.1% |
| 3M | +17.9% | +4.9% | +13.1% | +17.1% |
| 6M | +49.6% | +9.8% | +39.8% | +46.3% |
| YTD | +129.0% | +15.3% | +113.7% | +118.6% |
| 1Y | +112.0% | +23.0% | +89.0% | +96.7% |
| 3Y | +102.3% | +73.5% | +28.8% | +58.0% |
| 5Y | +224.5% | +54.5% | +170.1% | +175.6% |
| All | +224.5% | +53.0% | +171.5% | +175.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling