+102.2%
USO vs VTV
+28.2%
+73.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.5% | -9.6% | -5.6% |
| 7D | -12.7% | +1.8% | -14.5% | -10.0% |
| 30D | +1.0% | +6.0% | -5.0% | +10.8% |
| 3M | +25.6% | +3.7% | +21.9% | +33.2% |
| 6M | -1.5% | +13.9% | -15.4% | +21.4% |
| YTD | +110.3% | +22.8% | +87.5% | +167.5% |
| 1Y | +102.2% | +27.9% | +74.3% | +157.9% |
| All | +102.2% | +28.2% | +73.9% | +157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling