+112.2%
USO vs VIK
+34.6%
+77.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.4% | -1.5% |
| 7D | +9.1% | -0.9% | +10.0% | +8.6% |
| 30D | +21.7% | -18.4% | +40.1% | +8.2% |
| 3M | +20.2% | -8.8% | +29.0% | +15.4% |
| 6M | +43.4% | +17.1% | +26.2% | +65.5% |
| YTD | +124.0% | +19.0% | +104.9% | +158.6% |
| 1Y | +112.2% | +30.1% | +82.0% | +138.2% |
| All | +112.2% | +34.6% | +77.6% | +138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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