+112.2%
USO vs VO
+13.3%
+98.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -1.2% |
| 7D | +9.1% | -1.5% | +10.6% | +7.3% |
| 30D | +21.7% | -3.0% | +24.7% | +17.6% |
| 3M | +20.2% | +2.8% | +17.4% | +24.4% |
| 6M | +43.4% | +10.9% | +32.4% | +62.3% |
| YTD | +124.0% | +12.5% | +111.5% | +149.5% |
| 1Y | +112.2% | +12.0% | +100.2% | +139.2% |
| All | +112.2% | +13.3% | +98.9% | +139.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling