+66.5%
USO vs VT
+221.4%
-154.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.1% |
| 7D | +3.6% | +1.0% | +2.6% | +3.0% |
| 30D | +23.8% | -0.2% | +24.0% | +23.8% |
| 3M | +8.1% | +4.5% | +3.5% | +4.7% |
| 6M | +34.3% | +14.1% | +20.2% | +21.6% |
| YTD | +111.1% | +14.8% | +96.4% | +89.8% |
| 1Y | +99.9% | +21.2% | +78.7% | +72.9% |
| 3Y | +86.5% | +76.6% | +9.9% | +21.1% |
| 5Y | +200.5% | +66.6% | +133.9% | +102.0% |
| 10Y | +66.5% | +222.3% | -155.7% | -34.3% |
| All | +66.5% | +221.4% | -154.9% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling