+193.3%
USAC vs VOO
+82.3%
+111.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.1% |
| 7D | +1.0% | +0.5% | +0.5% | +0.7% |
| 30D | +6.4% | -0.9% | +7.4% | +7.0% |
| 3M | +0.7% | +3.9% | -3.2% | -2.0% |
| 6M | +2.8% | +14.5% | -11.8% | -6.5% |
| YTD | +26.9% | +13.0% | +14.0% | +16.5% |
| 1Y | +29.2% | +19.4% | +9.8% | +13.9% |
| 3Y | +62.1% | +78.9% | -16.7% | +9.9% |
| 5Y | +193.3% | +82.3% | +111.1% | +91.8% |
| All | +193.3% | +82.3% | +111.0% | +91.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling