+1.2%
USO vs VG
+5.8%
-4.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.7% | -1.5% | +0.9% |
| 7D | -1.4% | +15.1% | -16.5% | -8.3% |
| 30D | -4.6% | -4.2% | -0.4% | -3.0% |
| 3M | +14.7% | -3.1% | +17.8% | +15.5% |
| 6M | +1.2% | +0.3% | +0.9% | -2.6% |
| All | +1.2% | +5.8% | -4.6% | -2.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling