+102.2%
USO vs VOO
+14.7%
+87.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.6% | -9.7% | -5.4% |
| 7D | -12.7% | -0.7% | -12.0% | -13.5% |
| 30D | +1.0% | -1.1% | +2.0% | -0.4% |
| 3M | +25.6% | -0.3% | +25.9% | +25.9% |
| 6M | -1.5% | +7.4% | -8.8% | +12.6% |
| YTD | +110.3% | +13.4% | +96.9% | +169.3% |
| 1Y | +102.2% | +14.8% | +87.4% | +158.9% |
| All | +102.2% | +14.7% | +87.5% | +158.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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