+297.8%
VTI vs USO
+86.2%
+211.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.1% |
| 7D | -0.9% | +9.1% | -10.0% | -1.9% |
| 30D | -1.4% | +21.7% | -23.1% | -3.6% |
| 3M | +3.6% | +20.2% | -16.6% | +1.1% |
| 6M | +13.6% | +43.4% | -29.8% | +7.1% |
| YTD | +12.9% | +124.0% | -111.1% | -0.4% |
| 1Y | +17.2% | +112.2% | -95.0% | +4.0% |
| 3Y | +75.7% | +97.7% | -22.0% | +55.5% |
| 5Y | +75.4% | +217.4% | -142.0% | +39.9% |
| All | +297.8% | +86.2% | +211.6% | +242.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling