+75.7%
VTI vs USO
+96.2%
-20.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +0.8% |
| 7D | -0.9% | +9.1% | -10.0% | -0.8% |
| 30D | -1.4% | +21.7% | -23.1% | -1.2% |
| 3M | +3.6% | +20.2% | -16.6% | +3.9% |
| 6M | +13.6% | +43.4% | -29.8% | +12.6% |
| YTD | +12.9% | +124.0% | -111.1% | +7.6% |
| 1Y | +17.2% | +112.2% | -95.0% | +12.2% |
| 3Y | +75.7% | +97.7% | -22.0% | +64.7% |
| All | +75.7% | +96.2% | -20.6% | +64.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling