+224.5%
USO vs VIG
+61.5%
+163.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.5% | +6.1% | +5.7% |
| 7D | +11.5% | -2.2% | +13.7% | +11.8% |
| 30D | +24.1% | -3.2% | +27.3% | +24.7% |
| 3M | +17.9% | +3.0% | +14.9% | +17.0% |
| 6M | +49.6% | +8.1% | +41.5% | +46.6% |
| YTD | +129.0% | +9.1% | +120.0% | +123.4% |
| 1Y | +112.0% | +12.6% | +99.4% | +104.4% |
| 3Y | +102.3% | +55.4% | +46.9% | +72.0% |
| 5Y | +224.5% | +62.8% | +161.8% | +179.3% |
| All | +224.5% | +61.5% | +163.1% | +179.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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