-73.9%
USO vs VLO
+1,067.7%
-1,141.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +9.5% | +5.2% | +4.2% | +7.6% |
| 30D | +23.6% | +22.6% | +1.0% | +15.2% |
| 3M | +3.8% | +43.8% | -40.0% | -8.6% |
| 6M | +55.0% | +65.7% | -10.7% | +30.7% |
| YTD | +105.3% | +131.1% | -25.8% | +54.4% |
| 1Y | +91.4% | +143.6% | -52.3% | +41.2% |
| 3Y | +84.6% | +201.4% | -116.8% | +23.9% |
| 5Y | +191.7% | +568.9% | -377.2% | +48.8% |
| 10Y | +73.3% | +891.8% | -818.5% | -29.4% |
| All | -73.9% | +1,067.7% | -1,141.6% | -92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 all: compounded portfolio wealth divided by compounded VLO 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…
all analysis · Full analysis span regression · 6 months rolling