-20.3%
USAR vs VOO
+78.5%
-98.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.5% |
| 7D | -0.8% | +2.6% | -3.4% | -3.1% |
| 30D | -20.9% | -2.0% | -18.9% | -18.9% |
| 3M | -56.2% | -2.8% | -53.4% | -54.5% |
| 6M | -67.9% | +2.2% | -70.1% | -67.6% |
| YTD | -31.4% | +11.5% | -43.0% | -33.5% |
| 1Y | -45.1% | +13.5% | -58.5% | -46.8% |
| 3Y | -20.3% | +78.1% | -98.4% | -17.1% |
| All | -20.3% | +78.5% | -98.8% | -17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling