+102.2%
USO vs VYM
+21.8%
+80.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.2% | -9.3% | -6.3% |
| 7D | -12.7% | +1.2% | -13.9% | -11.1% |
| 30D | +1.0% | +5.2% | -4.2% | +8.7% |
| 3M | +25.6% | +0.5% | +25.1% | +26.7% |
| 6M | -1.5% | +7.7% | -9.2% | +9.2% |
| YTD | +110.3% | +17.2% | +93.1% | +142.3% |
| 1Y | +102.2% | +21.7% | +80.5% | +133.2% |
| All | +102.2% | +21.8% | +80.4% | +133.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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