+91.4%
USO vs VGT
+40.8%
+50.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | 0.0% |
| 7D | +9.5% | +1.0% | +8.5% | +9.9% |
| 30D | +23.6% | +1.3% | +22.3% | +24.3% |
| 3M | +3.8% | -1.1% | +5.0% | +4.0% |
| 6M | +55.0% | +32.6% | +22.4% | +85.7% |
| YTD | +105.3% | +29.0% | +76.3% | +145.3% |
| 1Y | +91.4% | +39.7% | +51.7% | +142.9% |
| All | +91.4% | +40.8% | +50.6% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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