+213.1%
USO vs VIAV
+139.8%
+73.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.6% | -5.8% | -2.1% |
| 7D | +9.1% | +11.2% | -2.0% | +9.3% |
| 30D | +21.7% | -10.1% | +31.8% | +21.6% |
| 3M | +20.2% | -22.9% | +43.1% | +20.3% |
| 6M | +43.4% | +28.8% | +14.6% | +43.1% |
| YTD | +124.0% | +117.5% | +6.5% | +117.4% |
| 1Y | +112.2% | +216.1% | -103.9% | +101.7% |
| 3Y | +97.7% | +292.2% | -194.6% | +85.2% |
| All | +213.1% | +139.8% | +73.3% | +193.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling