+97.7%
USO vs VTEB
+8.6%
+89.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.5% | -1.6% |
| 7D | +9.1% | -0.9% | +10.0% | +7.6% |
| 30D | +21.7% | -2.5% | +24.2% | +17.2% |
| 3M | +20.2% | -3.0% | +23.2% | +15.4% |
| 6M | +43.4% | -2.1% | +45.5% | +39.5% |
| YTD | +124.0% | -1.5% | +125.5% | +118.3% |
| 1Y | +112.2% | +0.2% | +112.0% | +108.5% |
| 3Y | +97.7% | +8.6% | +89.1% | +105.1% |
| All | +97.7% | +8.6% | +89.1% | +105.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling