+136.6%
OILU price history and return analytics
+18.7%
+117.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -2.1% |
| 7D | -0.2% | -2.0% | +1.8% | -1.8% |
| 30D | +17.5% | -1.4% | +18.9% | +16.2% |
| 3M | +29.9% | +4.7% | +25.2% | +34.0% |
| 6M | +39.4% | +11.4% | +28.1% | +49.3% |
| YTD | +144.4% | +13.1% | +131.3% | +152.7% |
| 1Y | +136.6% | +19.0% | +117.5% | +154.0% |
| All | +136.6% | +18.7% | +117.8% | +154.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling