-55.2%
USAS vs VOO
+309.9%
-365.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.3% | +4.4% | +4.5% |
| 7D | +7.7% | -2.7% | +10.4% | +10.6% |
| 30D | -25.9% | -5.4% | -20.5% | -21.7% |
| 3M | -33.8% | -4.1% | -29.8% | -30.7% |
| 6M | -52.4% | +0.7% | -53.1% | -51.6% |
| YTD | -39.5% | +8.7% | -48.3% | -41.5% |
| 1Y | -16.5% | +11.0% | -27.4% | -20.1% |
| 3Y | +394.4% | +75.5% | +318.9% | +246.9% |
| 5Y | +34.3% | +68.4% | -34.0% | -4.7% |
| All | -55.2% | +309.9% | -365.1% | -85.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling