-73.2%
USO vs VSAT
+133.4%
-206.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +0.2% |
| 7D | -1.9% | +5.9% | -7.8% | -2.8% |
| 30D | -5.2% | +9.7% | -14.9% | -6.6% |
| 3M | +16.4% | -18.3% | +34.7% | +18.0% |
| 6M | +2.5% | -4.1% | +6.5% | +0.2% |
| YTD | +110.5% | +96.5% | +14.0% | +84.6% |
| 1Y | +108.4% | +89.3% | +19.2% | +82.9% |
| 3Y | +99.6% | +270.1% | -170.4% | +42.6% |
| 5Y | +160.1% | +26.4% | +133.7% | +110.5% |
| 10Y | +86.3% | -16.5% | +102.8% | +52.4% |
| All | -73.2% | +133.4% | -206.6% | -84.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling