+603.3%
USAC vs VOO
+565.6%
+37.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | +1.3% | +0.1% | +1.2% | +1.1% |
| 30D | +6.1% | +0.1% | +6.0% | +6.0% |
| 3M | -2.8% | +2.0% | -4.8% | -5.0% |
| 6M | +2.4% | +13.0% | -10.7% | -10.1% |
| YTD | +26.0% | +13.6% | +12.4% | +10.0% |
| 1Y | +24.6% | +20.1% | +4.5% | +2.5% |
| 3Y | +62.9% | +77.6% | -14.6% | -11.0% |
| 5Y | +187.5% | +82.4% | +105.0% | +48.5% |
| 10Y | +413.2% | +316.8% | +96.4% | +7.3% |
| All | +603.3% | +565.6% | +37.7% | +3.9% |
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