-49.8%
USAR vs VOO
+14.7%
-64.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.6% | -7.5% | -12.3% |
| 7D | -21.8% | -0.7% | -21.0% | -19.5% |
| 30D | -39.9% | -1.1% | -38.9% | -36.9% |
| 3M | -52.5% | -0.3% | -52.2% | -51.1% |
| 6M | -67.9% | +7.4% | -75.3% | -74.0% |
| YTD | -31.1% | +13.4% | -44.4% | -53.0% |
| 1Y | -49.8% | +14.8% | -64.6% | -66.6% |
| All | -49.8% | +14.7% | -64.5% | -66.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling