+13.7%
USOI price history and return analytics
+194.4%
-180.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +1.3% | +1.0% | +0.3% | +0.8% |
| 30D | +8.8% | -0.2% | +9.1% | +8.9% |
| 3M | -1.7% | +4.5% | -6.2% | -4.1% |
| 6M | +21.2% | +14.1% | +7.1% | +12.3% |
| YTD | +44.2% | +14.8% | +29.4% | +33.0% |
| 1Y | +41.6% | +21.2% | +20.4% | +26.6% |
| 3Y | +35.1% | +76.6% | -41.4% | -3.8% |
| 5Y | +97.6% | +66.6% | +31.0% | +44.8% |
| All | +13.7% | +194.4% | -180.7% | -35.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling