-20.9%
VST vs USO
+92.2%
-113.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | +8.9% | +9.5% | -0.5% | +10.2% |
| 30D | +6.2% | +23.6% | -17.4% | +9.2% |
| 3M | -2.7% | +3.8% | -6.5% | -2.8% |
| 6M | -8.4% | +55.0% | -63.4% | -3.2% |
| YTD | -7.2% | +105.3% | -112.5% | -3.6% |
| 1Y | -20.9% | +91.4% | -112.3% | -14.2% |
| All | -20.9% | +92.2% | -113.1% | -14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling