+86.1%
USO vs VRTX
+450.9%
-364.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.3% | +6.9% | +5.7% |
| 7D | +11.5% | -7.8% | +19.2% | +12.2% |
| 30D | +24.1% | -2.8% | +27.0% | +24.4% |
| 3M | +17.9% | +18.1% | -0.2% | +15.9% |
| 6M | +49.6% | +3.1% | +46.5% | +48.8% |
| YTD | +129.0% | +13.5% | +115.5% | +124.7% |
| 1Y | +112.0% | +32.4% | +79.6% | +103.8% |
| 3Y | +102.3% | +50.0% | +52.3% | +87.1% |
| 5Y | +224.5% | +172.9% | +51.7% | +166.4% |
| All | +86.1% | +450.9% | -364.8% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VRTX 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling