-63.5%
USO vs VEU
+188.7%
-252.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +3.2% |
| 7D | +6.2% | +0.3% | +5.9% | +6.0% |
| 30D | +19.1% | +0.7% | +18.4% | +18.5% |
| 3M | +14.2% | +4.7% | +9.5% | +10.0% |
| 6M | +43.7% | +11.6% | +32.1% | +29.6% |
| YTD | +116.8% | +16.8% | +100.0% | +88.3% |
| 1Y | +104.3% | +24.9% | +79.5% | +69.1% |
| 3Y | +91.5% | +75.7% | +15.8% | +22.3% |
| 5Y | +214.1% | +56.1% | +158.0% | +115.4% |
| 10Y | +77.0% | +153.6% | -76.6% | -13.8% |
| All | -63.5% | +188.7% | -252.1% | -85.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling