+213.1%
USO vs VTR
+87.5%
+125.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.2% |
| 7D | +9.1% | -0.3% | +9.4% | +9.1% |
| 30D | +21.7% | +1.1% | +20.6% | +21.6% |
| 3M | +20.2% | +7.9% | +12.3% | +19.7% |
| 6M | +43.4% | +6.2% | +37.2% | +42.8% |
| YTD | +124.0% | +17.7% | +106.2% | +120.9% |
| 1Y | +112.2% | +32.9% | +79.3% | +106.9% |
| 3Y | +97.7% | +129.7% | -32.0% | +78.5% |
| All | +213.1% | +87.5% | +125.5% | +184.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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