+84.4%
USO vs VO
+197.6%
-113.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.9% | +3.1% | -5.0% | -3.4% |
| 30D | -5.2% | +2.2% | -7.4% | -6.5% |
| 3M | +16.4% | -2.5% | +18.9% | +17.4% |
| 6M | +2.5% | +7.0% | -4.5% | -1.9% |
| YTD | +110.5% | +14.0% | +96.5% | +92.6% |
| 1Y | +108.4% | +15.6% | +92.8% | +89.1% |
| 3Y | +99.6% | +66.2% | +33.5% | +43.3% |
| 5Y | +160.1% | +36.6% | +123.4% | +109.0% |
| All | +84.4% | +197.6% | -113.3% | +5.7% |
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