-46.0%
USO vs VOO
+817.1%
-863.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +9.5% | +0.1% | +9.3% | +9.3% |
| 30D | +23.6% | +0.1% | +23.5% | +23.4% |
| 3M | +3.8% | +2.0% | +1.8% | +1.9% |
| 6M | +55.0% | +13.0% | +42.0% | +40.6% |
| YTD | +105.3% | +13.6% | +91.7% | +85.2% |
| 1Y | +91.4% | +20.1% | +71.3% | +65.9% |
| 3Y | +84.6% | +77.6% | +7.0% | +18.4% |
| 5Y | +191.7% | +82.4% | +109.3% | +79.0% |
| 10Y | +73.3% | +316.8% | -243.6% | -47.4% |
| All | -46.0% | +817.1% | -863.1% | -92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling