+159.6%
USO vs VT
+57.0%
+102.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -1.9% | +2.4% | -4.3% | -2.1% |
| 30D | -5.2% | -1.5% | -3.7% | -5.1% |
| 3M | +16.4% | -4.1% | +20.6% | +16.9% |
| 6M | +2.5% | +0.6% | +1.9% | +2.0% |
| YTD | +110.5% | +11.0% | +99.5% | +103.1% |
| 1Y | +108.4% | +13.3% | +95.1% | +99.4% |
| 3Y | +99.6% | +73.4% | +26.2% | +59.0% |
| All | +159.6% | +57.0% | +102.6% | +138.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling