-73.2%
USO vs VRSN
+1,288.4%
-1,361.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.4% | +6.2% | +3.7% |
| 7D | +3.6% | -2.1% | +5.7% | +4.1% |
| 30D | +23.8% | -3.9% | +27.7% | +24.7% |
| 3M | +8.1% | -0.1% | +8.2% | +7.6% |
| 6M | +34.3% | +16.4% | +17.8% | +28.7% |
| YTD | +111.1% | +17.2% | +93.9% | +101.5% |
| 1Y | +99.9% | +1.0% | +98.9% | +97.4% |
| 3Y | +86.5% | +39.1% | +47.4% | +66.8% |
| 5Y | +200.5% | +29.0% | +171.5% | +168.2% |
| 10Y | +66.5% | +275.8% | -209.3% | +7.5% |
| All | -73.2% | +1,288.4% | -1,361.6% | -89.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling