+49.6%
USO vs VNQ
+2.6%
+47.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.9% | +6.5% | +4.4% |
| 7D | +11.5% | -2.6% | +14.1% | +7.4% |
| 30D | +24.1% | -2.3% | +26.5% | +20.2% |
| 3M | +17.9% | -2.8% | +20.7% | +14.2% |
| 6M | +49.6% | +2.5% | +47.1% | +61.8% |
| All | +49.6% | +2.6% | +47.0% | +61.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling