+86.1%
USO vs VO
+197.9%
-111.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.9% | +6.5% | +6.1% |
| 7D | +11.5% | -2.5% | +14.0% | +12.8% |
| 30D | +24.1% | -3.2% | +27.3% | +26.0% |
| 3M | +17.9% | +3.9% | +14.0% | +15.0% |
| 6M | +49.6% | +9.6% | +40.0% | +40.6% |
| YTD | +129.0% | +11.6% | +117.4% | +112.5% |
| 1Y | +112.0% | +12.6% | +99.4% | +95.4% |
| 3Y | +102.3% | +55.4% | +46.9% | +50.9% |
| 5Y | +224.5% | +41.8% | +182.7% | +152.7% |
| All | +86.1% | +197.9% | -111.9% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling