+214.1%
USO vs VO
+42.2%
+171.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +2.9% |
| 7D | +6.2% | -0.6% | +6.8% | +6.4% |
| 30D | +19.1% | -1.9% | +21.0% | +19.5% |
| 3M | +14.2% | +3.3% | +11.0% | +13.2% |
| 6M | +43.7% | +9.7% | +34.1% | +40.0% |
| YTD | +116.8% | +12.6% | +104.2% | +109.0% |
| 1Y | +104.3% | +13.6% | +90.7% | +96.3% |
| 3Y | +91.5% | +56.8% | +34.7% | +63.0% |
| 5Y | +214.1% | +42.3% | +171.8% | +194.3% |
| All | +214.1% | +42.2% | +171.8% | +194.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling