+84.4%
USO vs VRSN
+292.3%
-208.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -1.9% | +1.4% | -3.3% | -2.1% |
| 30D | -5.2% | +3.9% | -9.0% | -5.8% |
| 3M | +16.4% | +9.3% | +7.1% | +14.5% |
| 6M | +2.5% | +6.7% | -4.2% | +1.1% |
| YTD | +110.5% | +30.0% | +80.5% | +100.3% |
| 1Y | +108.4% | +26.0% | +82.4% | +99.3% |
| 3Y | +99.6% | +53.1% | +46.5% | +81.3% |
| 5Y | +160.1% | +35.0% | +125.0% | +140.4% |
| All | +84.4% | +292.3% | -208.0% | +52.2% |
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