-72.4%
USO vs VTV
+530.8%
-603.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.9% |
| 7D | +6.2% | -0.7% | +6.9% | +6.7% |
| 30D | +19.1% | -0.5% | +19.6% | +19.4% |
| 3M | +14.2% | +5.3% | +8.9% | +9.8% |
| 6M | +43.7% | +12.9% | +30.9% | +30.8% |
| YTD | +116.8% | +18.5% | +98.4% | +90.1% |
| 1Y | +104.3% | +25.3% | +79.1% | +72.1% |
| 3Y | +91.5% | +68.2% | +23.3% | +29.2% |
| 5Y | +214.1% | +80.6% | +133.4% | +100.0% |
| 10Y | +77.0% | +232.9% | -155.9% | -26.4% |
| All | -72.4% | +530.8% | -603.3% | -93.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling