+82.0%
USO vs VRSN
+299.1%
-217.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.4% |
| 7D | +9.1% | +0.2% | +8.9% | +9.0% |
| 30D | +21.7% | +3.8% | +17.9% | +20.8% |
| 3M | +20.2% | +5.0% | +15.2% | +18.9% |
| 6M | +43.4% | +24.9% | +18.5% | +37.7% |
| YTD | +124.0% | +21.6% | +102.4% | +115.7% |
| 1Y | +112.2% | +2.4% | +109.8% | +110.2% |
| 3Y | +97.7% | +47.3% | +50.3% | +80.1% |
| 5Y | +217.4% | +34.7% | +182.7% | +190.7% |
| All | +82.0% | +299.1% | -217.1% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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