+102.2%
USO vs VG
+47.2%
+55.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -7.7% | -0.4% | -5.1% |
| 7D | -12.7% | -16.4% | +3.7% | -6.5% |
| 30D | +1.0% | -10.8% | +11.8% | +5.2% |
| 3M | +25.6% | -6.3% | +31.9% | +27.9% |
| 6M | -1.5% | -12.5% | +11.0% | +1.9% |
| YTD | +110.3% | +76.9% | +33.4% | +95.6% |
| 1Y | +102.2% | +51.8% | +50.4% | +87.1% |
| All | +102.2% | +47.2% | +55.0% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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