+102.2%
USO vs VWO
+5.9%
+96.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.7% | -9.8% | -5.9% |
| 7D | -12.7% | -1.3% | -11.4% | -13.9% |
| 30D | +1.0% | -7.1% | +8.1% | -7.7% |
| 3M | +25.6% | -6.1% | +31.7% | +17.1% |
| 6M | -1.5% | -3.9% | +2.4% | -3.3% |
| YTD | +110.3% | +5.0% | +105.2% | +124.8% |
| 1Y | +102.2% | +6.0% | +96.2% | +115.3% |
| All | +102.2% | +5.9% | +96.3% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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