+102.2%
USO vs VSH
+62.1%
+40.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -5.1% | -3.0% | -8.5% |
| 7D | -12.7% | -13.6% | +0.9% | -14.0% |
| 30D | +1.0% | -30.4% | +31.3% | -2.5% |
| 3M | +25.6% | -33.3% | +58.9% | +21.6% |
| 6M | -1.5% | -15.1% | +13.6% | +8.3% |
| YTD | +110.3% | +80.2% | +30.0% | +166.4% |
| 1Y | +102.2% | +63.4% | +38.8% | +156.3% |
| All | +102.2% | +62.1% | +40.1% | +156.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling