+213.1%
USO vs VNQ
+7.0%
+206.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.2% |
| 7D | +9.1% | -1.3% | +10.4% | +9.2% |
| 30D | +21.7% | -2.6% | +24.3% | +21.8% |
| 3M | +20.2% | -2.0% | +22.3% | +20.3% |
| 6M | +43.4% | +4.3% | +39.0% | +42.2% |
| YTD | +124.0% | +9.2% | +114.7% | +120.3% |
| 1Y | +112.2% | +5.6% | +106.6% | +109.8% |
| 3Y | +97.7% | +30.8% | +66.8% | +86.7% |
| All | +213.1% | +7.0% | +206.0% | +224.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling