+112.0%
USO vs VSH
+109.0%
+3.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.9% | +6.6% | +5.5% |
| 7D | +11.5% | +3.1% | +8.4% | +11.8% |
| 30D | +24.1% | -5.7% | +29.8% | +23.6% |
| 3M | +17.9% | -42.5% | +60.4% | +14.7% |
| 6M | +49.6% | +82.7% | -33.1% | +76.8% |
| YTD | +129.0% | +118.2% | +10.8% | +170.1% |
| 1Y | +112.0% | +109.7% | +2.3% | +152.7% |
| All | +112.0% | +109.0% | +3.0% | +152.7% |
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