-52.8%
USO vs VXUS
+179.6%
-232.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | +9.5% | +1.0% | +8.4% | +8.7% |
| 30D | +23.6% | +2.2% | +21.4% | +21.7% |
| 3M | +3.8% | +3.0% | +0.9% | +1.1% |
| 6M | +55.0% | +10.7% | +44.4% | +40.2% |
| YTD | +105.3% | +17.8% | +87.4% | +76.5% |
| 1Y | +91.4% | +27.6% | +63.8% | +54.7% |
| 3Y | +84.6% | +73.3% | +11.3% | +15.4% |
| 5Y | +191.7% | +54.3% | +137.4% | +97.8% |
| 10Y | +73.3% | +149.8% | -76.5% | -20.8% |
| All | -52.8% | +179.6% | -232.4% | -79.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling