+1,024.4%
VRT vs USO
+198.8%
+825.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.4% |
| 3M | -3.2% | +8.1% | -11.3% | -3.7% |
| 6M | +20.3% | +34.3% | -13.9% | +15.4% |
| YTD | +79.6% | +111.1% | -31.6% | +59.2% |
| 1Y | +139.0% | +99.9% | +39.1% | +113.6% |
| 3Y | +644.6% | +86.5% | +558.1% | +564.7% |
| 5Y | +1,024.4% | +200.5% | +823.8% | +844.5% |
| All | +1,024.4% | +198.8% | +825.6% | +844.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling