+213.1%
USO vs VRSN
+33.8%
+179.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.2% |
| 7D | +9.1% | +0.2% | +8.9% | +9.1% |
| 30D | +21.7% | +3.8% | +17.9% | +21.6% |
| 3M | +20.2% | +5.0% | +15.2% | +20.1% |
| 6M | +43.4% | +24.9% | +18.5% | +43.5% |
| YTD | +124.0% | +21.6% | +102.4% | +124.0% |
| 1Y | +112.2% | +2.4% | +109.8% | +111.8% |
| 3Y | +97.7% | +47.3% | +50.3% | +96.5% |
| All | +213.1% | +33.8% | +179.2% | +225.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling