+125.6%
OILU price history and return analytics
+61.2%
+64.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.9% | +3.5% |
| 7D | -0.9% | -0.1% | -0.7% | -0.8% |
| 30D | +23.0% | -0.7% | +23.6% | +24.0% |
| 3M | +37.4% | +4.0% | +33.5% | +22.5% |
| 6M | +35.7% | +12.3% | +23.4% | -3.4% |
| YTD | +147.7% | +14.0% | +133.7% | +69.0% |
| 1Y | +153.2% | +20.3% | +132.9% | +51.4% |
| 3Y | +15.6% | +75.4% | -59.8% | -69.9% |
| All | +125.6% | +61.2% | +64.4% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling