+82.0%
USO price history and return analytics
+229.8%
-147.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.7% |
| 7D | +9.1% | -1.1% | +10.2% | +9.7% |
| 30D | +21.7% | -1.0% | +22.7% | +22.2% |
| 3M | +20.2% | +3.2% | +17.1% | +17.5% |
| 6M | +43.4% | +12.5% | +30.9% | +31.0% |
| YTD | +124.0% | +14.1% | +109.9% | +102.0% |
| 1Y | +112.2% | +18.9% | +93.3% | +85.8% |
| 3Y | +97.7% | +74.1% | +23.6% | +29.6% |
| 5Y | +217.4% | +66.9% | +150.6% | +112.7% |
| All | +82.0% | +229.8% | -147.8% | -28.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling