+86.5%
USO vs VO
+57.7%
+28.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.4% | +2.8% |
| 7D | +3.6% | +0.6% | +2.9% | +3.6% |
| 30D | +23.8% | -1.1% | +24.8% | +23.7% |
| 3M | +8.1% | +4.5% | +3.5% | +8.1% |
| 6M | +34.3% | +11.1% | +23.2% | +34.1% |
| YTD | +111.1% | +13.5% | +97.6% | +109.2% |
| 1Y | +99.9% | +14.5% | +85.4% | +97.6% |
| 3Y | +86.5% | +58.1% | +28.4% | +74.6% |
| All | +86.5% | +57.7% | +28.8% | +74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling