+557.8%
USAC vs VOO
+537.1%
+20.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.7% | +2.7% |
| 7D | -2.0% | -2.7% | +0.7% | +0.4% |
| 30D | -0.1% | -5.4% | +5.3% | +5.1% |
| 3M | -2.2% | -4.1% | +1.9% | +1.4% |
| 6M | -3.6% | +0.7% | -4.4% | -5.2% |
| YTD | +17.8% | +8.7% | +9.1% | +6.9% |
| 1Y | +12.3% | +11.0% | +1.3% | -0.4% |
| 3Y | +23.5% | +75.5% | -52.0% | -32.1% |
| 5Y | +147.9% | +68.4% | +79.5% | +39.2% |
| 10Y | +340.1% | +315.7% | +24.4% | -8.8% |
| All | +557.8% | +537.1% | +20.7% | +0.9% |
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