+337.0%
VZ vs USO
-72.8%
+409.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -0.9% |
| 7D | +2.1% | -12.1% | +14.2% | +3.2% |
| 30D | +1.4% | +3.1% | -1.8% | +1.0% |
| 3M | -1.3% | +24.9% | -26.1% | -3.3% |
| 6M | -0.5% | +10.8% | -11.3% | -1.9% |
| YTD | +19.6% | +114.6% | -94.9% | +10.6% |
| 1Y | +22.4% | +109.4% | -87.0% | +13.4% |
| 3Y | +55.9% | +98.1% | -42.2% | +43.7% |
| 5Y | +20.4% | +162.4% | -142.0% | +6.0% |
| 10Y | +66.9% | +85.9% | -19.0% | +46.1% |
| All | +337.0% | -72.8% | +409.8% | +341.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling