+55.5%
USO vs VTEB
+25.1%
+30.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.7% | +6.3% | +5.4% |
| 7D | +11.5% | -1.2% | +12.7% | +11.1% |
| 30D | +24.1% | -2.9% | +27.0% | +23.2% |
| 3M | +17.9% | -3.2% | +21.1% | +17.1% |
| 6M | +49.6% | -2.6% | +52.3% | +48.8% |
| YTD | +129.0% | -1.8% | +130.8% | +127.8% |
| 1Y | +112.0% | +0.2% | +111.8% | +111.2% |
| 3Y | +102.3% | +8.2% | +94.1% | +102.0% |
| 5Y | +224.5% | +0.8% | +223.7% | +223.2% |
| 10Y | +86.9% | +17.7% | +69.3% | +122.2% |
| All | +55.5% | +25.1% | +30.5% | +124.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling