+97.7%
USO vs VIAV
+293.0%
-195.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.6% | -5.8% | -2.1% |
| 7D | +9.1% | +11.2% | -2.0% | +9.5% |
| 30D | +21.7% | -10.1% | +31.8% | +21.3% |
| 3M | +20.2% | -22.9% | +43.1% | +19.9% |
| 6M | +43.4% | +28.8% | +14.6% | +44.7% |
| YTD | +124.0% | +117.5% | +6.5% | +120.5% |
| 1Y | +112.2% | +216.1% | -103.9% | +105.0% |
| 3Y | +97.7% | +292.2% | -194.6% | +110.5% |
| All | +97.7% | +293.0% | -195.3% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 3y: compounded portfolio wealth divided by compounded VIAV 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…
3y analysis · Full analysis span regression · 6 months rolling