+2,723.0%
VRT vs USO
+26.7%
+2,696.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.4% | +4.4% |
| 7D | +9.1% | +9.5% | -0.3% | +7.8% |
| 30D | +0.9% | +23.6% | -22.6% | -2.0% |
| 3M | -13.4% | +3.8% | -17.2% | -14.3% |
| 6M | +11.7% | +55.0% | -43.4% | +1.1% |
| YTD | +73.2% | +105.3% | -32.0% | +48.1% |
| 1Y | +123.4% | +91.4% | +32.0% | +93.4% |
| 3Y | +606.2% | +84.6% | +521.6% | +509.3% |
| 5Y | +899.9% | +191.7% | +708.2% | +663.7% |
| All | +2,723.0% | +26.7% | +2,696.4% | +2,083.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling