+112.0%
USO vs VUG
+11.8%
+100.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.5% | +6.1% | +5.1% |
| 7D | +11.5% | -1.9% | +13.3% | +9.7% |
| 30D | +24.1% | -1.6% | +25.7% | +22.6% |
| 3M | +17.9% | +4.4% | +13.5% | +23.1% |
| 6M | +49.6% | +13.2% | +36.4% | +71.8% |
| YTD | +129.0% | +7.5% | +121.5% | +163.7% |
| 1Y | +112.0% | +12.5% | +99.5% | +152.6% |
| All | +112.0% | +11.8% | +100.2% | +152.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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