+419.4%
USAC vs VOO
+315.3%
+104.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.2% |
| 7D | +0.8% | -0.4% | +1.1% | +1.1% |
| 30D | +6.3% | -1.4% | +7.7% | +7.7% |
| 3M | +2.1% | +3.7% | -1.6% | -1.8% |
| 6M | +4.8% | +13.0% | -8.3% | -7.6% |
| YTD | +27.8% | +12.4% | +15.4% | +13.2% |
| 1Y | +29.4% | +18.6% | +10.8% | +8.4% |
| 3Y | +63.3% | +78.1% | -14.7% | -9.5% |
| 5Y | +193.3% | +82.3% | +111.1% | +54.5% |
| 10Y | +419.4% | +322.5% | +96.9% | +21.6% |
| All | +419.4% | +315.3% | +104.1% | +21.6% |
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