-56.1%
USAS vs VOO
+317.9%
-374.0%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.3% | +4.1% | +4.3% |
| 7D | +14.2% | +0.1% | +14.2% | +14.4% |
| 30D | -24.5% | -3.3% | -21.2% | -21.8% |
| 3M | -34.3% | -2.4% | -31.9% | -32.3% |
| 6M | -50.4% | +2.6% | -53.0% | -50.4% |
| YTD | -35.6% | +11.3% | -46.9% | -39.0% |
| 1Y | -15.4% | +13.4% | -28.9% | -20.6% |
| 3Y | +448.3% | +80.3% | +368.0% | +276.5% |
| 5Y | +34.3% | +72.7% | -38.4% | -6.7% |
| 10Y | -56.1% | +310.0% | -366.2% | -82.0% |
| All | -56.1% | +317.9% | -374.0% | -82.0% |
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