+97.7%
USO vs VNQ
+30.7%
+67.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.1% |
| 7D | +9.1% | -1.3% | +10.4% | +8.9% |
| 30D | +21.7% | -2.6% | +24.3% | +21.1% |
| 3M | +20.2% | -2.0% | +22.3% | +19.9% |
| 6M | +43.4% | +4.3% | +39.0% | +43.9% |
| YTD | +124.0% | +9.2% | +114.7% | +124.2% |
| 1Y | +112.2% | +5.6% | +106.6% | +112.5% |
| 3Y | +97.7% | +30.8% | +66.8% | +102.4% |
| All | +97.7% | +30.7% | +67.0% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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