+86.5%
USO vs VXUS
+75.9%
+10.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.2% | +2.8% |
| 7D | +3.6% | +1.6% | +2.0% | +4.1% |
| 30D | +23.8% | +1.0% | +22.8% | +24.2% |
| 3M | +8.1% | +5.7% | +2.4% | +10.0% |
| 6M | +34.3% | +13.6% | +20.7% | +38.4% |
| YTD | +111.1% | +17.4% | +93.7% | +114.3% |
| 1Y | +99.9% | +25.1% | +74.9% | +99.2% |
| 3Y | +86.5% | +75.8% | +10.7% | +71.5% |
| All | +86.5% | +75.9% | +10.6% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 3y: compounded portfolio wealth divided by compounded VXUS 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…
3y analysis · Full analysis span regression · 6 months rolling