+431.4%
USAS vs VOO
+79.1%
+352.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.4% | -5.1% |
| 7D | -5.4% | +3.3% | -8.7% | -11.1% |
| 30D | -30.6% | -2.7% | -27.9% | -26.3% |
| 3M | -46.2% | -1.7% | -44.5% | -43.6% |
| 6M | -62.3% | +3.1% | -65.5% | -63.0% |
| YTD | -45.4% | +11.9% | -57.3% | -52.2% |
| 1Y | -37.2% | +12.1% | -49.2% | -44.8% |
| All | +431.4% | +79.1% | +352.3% | +26.5% |
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