+91.4%
USO vs VRSK
-30.3%
+121.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.1% |
| 7D | +9.5% | -3.1% | +12.6% | +9.7% |
| 30D | +23.6% | -1.6% | +25.1% | +23.7% |
| 3M | +3.8% | +3.5% | +0.3% | +2.6% |
| 6M | +55.0% | -13.4% | +68.4% | +53.8% |
| YTD | +105.3% | -16.5% | +121.8% | +101.5% |
| 1Y | +91.4% | -30.6% | +121.9% | +75.9% |
| All | +91.4% | -30.3% | +121.6% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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