+214.1%
USO vs VUG
+75.3%
+138.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.7% |
| 7D | +6.2% | +0.1% | +6.2% | +6.2% |
| 30D | +19.1% | -1.7% | +20.8% | +19.2% |
| 3M | +14.2% | +2.8% | +11.4% | +13.9% |
| 6M | +43.7% | +13.6% | +30.1% | +41.9% |
| YTD | +116.8% | +8.1% | +108.8% | +115.7% |
| 1Y | +104.3% | +13.1% | +91.3% | +101.6% |
| 3Y | +91.5% | +87.0% | +4.6% | +73.8% |
| 5Y | +214.1% | +76.0% | +138.1% | +204.4% |
| All | +214.1% | +75.3% | +138.8% | +204.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling