+207.6%
USAI vs VOO
+229.5%
-21.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -1.2% |
| 7D | -0.9% | -0.8% | -0.2% | -0.3% |
| 30D | +1.6% | -1.1% | +2.6% | +2.4% |
| 3M | +4.5% | +3.9% | +0.6% | +0.9% |
| 6M | +4.9% | +13.6% | -8.7% | -6.7% |
| YTD | +27.7% | +12.7% | +15.0% | +14.2% |
| 1Y | +26.6% | +17.6% | +9.0% | +8.9% |
| 3Y | +98.2% | +77.3% | +20.9% | +17.4% |
| 5Y | +162.8% | +84.1% | +78.6% | +48.1% |
| All | +207.6% | +229.5% | -21.8% | +11.9% |
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