+25.5%
VZ vs USO
+196.2%
-170.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +0.1% | +9.5% | -9.4% | 0.0% |
| 30D | +7.9% | +23.6% | -15.7% | +7.8% |
| 3M | +13.6% | +3.8% | +9.8% | +13.6% |
| 6M | +1.1% | +55.0% | -53.9% | +0.6% |
| YTD | +29.3% | +105.3% | -76.0% | +28.5% |
| 1Y | +21.2% | +91.4% | -70.1% | +20.6% |
| 3Y | +75.9% | +84.6% | -8.7% | +74.5% |
| All | +25.5% | +196.2% | -170.7% | +17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling