+207.3%
USO vs VSAT
+46.3%
+161.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.9% | +9.6% | +2.9% |
| 7D | +6.2% | +3.5% | +2.8% | +6.1% |
| 30D | +19.1% | -14.7% | +33.8% | +19.5% |
| 3M | +14.2% | +13.2% | +1.1% | +13.4% |
| 6M | +43.7% | +57.4% | -13.6% | +40.0% |
| YTD | +116.8% | +110.0% | +6.9% | +107.6% |
| 1Y | +104.3% | +134.4% | -30.1% | +93.9% |
| 3Y | +91.5% | +203.5% | -112.0% | +72.6% |
| All | +207.3% | +46.3% | +161.0% | +178.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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