+73.3%
VZ vs USO
+87.7%
-14.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -0.2% |
| 7D | +0.9% | -1.4% | +2.4% | +1.0% |
| 30D | +6.9% | -4.6% | +11.5% | +7.1% |
| 3M | +0.6% | +14.7% | -14.1% | 0.0% |
| 6M | +0.3% | +1.2% | -0.9% | +0.1% |
| YTD | +21.9% | +111.2% | -89.3% | +17.7% |
| 1Y | +21.7% | +109.3% | -87.6% | +17.5% |
| 3Y | +58.5% | +103.5% | -45.0% | +52.4% |
| 5Y | +22.4% | +160.9% | -138.5% | +14.8% |
| All | +73.3% | +87.7% | -14.3% | +67.0% |
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