+23.4%
URSP vs VOO
+20.0%
+3.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +0.7% |
| 7D | -3.8% | -0.8% | -3.1% | -2.8% |
| 30D | -5.9% | -1.1% | -4.9% | -4.5% |
| 3M | +3.7% | +3.9% | -0.1% | -1.5% |
| 6M | +17.0% | +13.6% | +3.3% | -2.7% |
| YTD | +21.5% | +12.7% | +8.8% | +2.3% |
| 1Y | +22.0% | +17.6% | +4.5% | -3.7% |
| All | +23.4% | +20.0% | +3.4% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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