+449.7%
USAS vs VOO
+77.8%
+372.0%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.9% | -2.5% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +11.4% | +0.1% | +11.4% | +11.7% |
| 3M | -7.9% | +2.0% | -9.9% | -9.5% |
| 6M | -43.5% | +13.0% | -56.6% | -52.3% |
| YTD | +4.9% | +13.6% | -8.7% | -11.5% |
| 1Y | +100.0% | +20.1% | +79.9% | +58.2% |
| All | +449.7% | +77.8% | +372.0% | +141.4% |
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