+49.6%
USO vs VTR
+6.5%
+43.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.2% | +4.4% | +5.7% |
| 7D | +11.5% | -1.8% | +13.3% | +11.3% |
| 30D | +24.1% | +4.0% | +20.1% | +24.4% |
| 3M | +17.9% | +7.8% | +10.1% | +21.9% |
| 6M | +49.6% | +6.4% | +43.3% | +53.6% |
| All | +49.6% | +6.5% | +43.1% | +53.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling