+82.0%
USO vs VOO
+325.3%
-243.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.6% |
| 7D | +9.1% | -0.8% | +9.9% | +9.5% |
| 30D | +21.7% | -1.1% | +22.8% | +22.2% |
| 3M | +20.2% | +3.9% | +16.3% | +17.3% |
| 6M | +43.4% | +13.6% | +29.7% | +31.8% |
| YTD | +124.0% | +12.7% | +111.3% | +106.4% |
| 1Y | +112.2% | +17.6% | +94.6% | +90.4% |
| 3Y | +97.7% | +77.3% | +20.3% | +34.5% |
| 5Y | +217.4% | +84.1% | +133.3% | +106.8% |
| All | +82.0% | +325.3% | -243.3% | -34.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling