+509.7%
USA vs VOO
+807.8%
-298.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.4% |
| 7D | -0.5% | -0.4% | -0.1% | -0.1% |
| 30D | -2.2% | -1.4% | -0.8% | -0.8% |
| 3M | +6.2% | +3.7% | +2.4% | +2.3% |
| 6M | +6.9% | +13.0% | -6.2% | -5.5% |
| YTD | +2.1% | +12.4% | -10.3% | -9.3% |
| 1Y | +0.4% | +18.6% | -18.2% | -15.5% |
| 3Y | +33.2% | +78.1% | -44.9% | -26.1% |
| 5Y | +10.6% | +82.3% | -71.6% | -40.0% |
| 10Y | +218.5% | +322.5% | -104.0% | -23.6% |
| All | +509.7% | +807.8% | -298.1% | -29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling