+99.6%
USO vs VLTO
+70.6%
+29.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.3% |
| 7D | -1.9% | +1.0% | -2.9% | -1.8% |
| 30D | -5.2% | +17.5% | -22.7% | -3.8% |
| 3M | +16.4% | +21.4% | -5.0% | +18.6% |
| 6M | +2.5% | +38.1% | -35.6% | +4.8% |
| YTD | +110.5% | +19.0% | +91.5% | +115.4% |
| 1Y | +108.4% | +20.7% | +87.8% | +113.0% |
| 3Y | +99.6% | +64.3% | +35.4% | +90.4% |
| All | +99.6% | +70.6% | +29.1% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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