+644.6%
VRT vs USO
+86.9%
+557.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.9% | +0.8% | +3.5% |
| 7D | +13.6% | +3.6% | +10.1% | +13.4% |
| 30D | +6.8% | +23.8% | -17.0% | +5.8% |
| 3M | -3.2% | +8.1% | -11.3% | -3.3% |
| 6M | +20.3% | +34.3% | -13.9% | +14.0% |
| YTD | +79.6% | +111.1% | -31.6% | +49.0% |
| 1Y | +139.0% | +99.9% | +39.1% | +101.1% |
| 3Y | +644.6% | +86.5% | +558.1% | +493.5% |
| All | +644.6% | +86.9% | +557.7% | +493.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 USO 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