+632.2%
VRT vs USO
+144.8%
+487.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.1% |
| 7D | -17.7% | -10.6% | -7.1% | -17.2% |
| 30D | -20.0% | -4.6% | -15.4% | -19.7% |
| 3M | -28.1% | +12.3% | -40.4% | -28.7% |
| 6M | -42.8% | +5.9% | -48.7% | -43.2% |
| YTD | +20.0% | +104.5% | -84.6% | +5.9% |
| 1Y | +3.5% | +97.3% | -93.8% | -8.0% |
| 3Y | +366.1% | +97.0% | +269.1% | +313.4% |
| 5Y | +632.2% | +151.2% | +481.0% | +519.2% |
| All | +632.2% | +144.8% | +487.4% | +519.2% |
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