+151.6%
USO price history and return analytics
+59.8%
+91.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -2.7% | -0.7% | -2.0% | -2.6% |
| 30D | -6.3% | -1.7% | -4.6% | -6.2% |
| 3M | +10.9% | -2.3% | +13.2% | +11.1% |
| 6M | +2.0% | +1.5% | +0.5% | +1.5% |
| YTD | +104.6% | +12.0% | +92.5% | +97.2% |
| 1Y | +94.5% | +12.9% | +81.7% | +87.0% |
| 3Y | +97.1% | +74.9% | +22.1% | +56.9% |
| 5Y | +151.6% | +59.9% | +91.7% | +126.8% |
| All | +151.6% | +59.8% | +91.9% | +126.8% |
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