+87.8%
USO vs VLTO
+27.2%
+60.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.2% |
| 7D | +9.5% | -2.3% | +11.7% | +9.2% |
| 30D | +23.6% | -0.9% | +24.4% | +23.5% |
| 3M | +3.8% | +13.8% | -10.0% | +4.6% |
| 6M | +55.0% | +2.0% | +53.0% | +55.7% |
| YTD | +105.3% | -3.2% | +108.5% | +105.8% |
| 1Y | +91.4% | -9.2% | +100.5% | +92.2% |
| All | +87.8% | +27.2% | +60.6% | +84.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling