+376.2%
USAS vs VOO
+78.5%
+297.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -0.4% | -10.0% | -9.7% |
| 7D | -19.1% | +2.6% | -21.7% | -22.9% |
| 30D | -32.4% | -2.0% | -30.4% | -29.2% |
| 3M | -50.5% | -2.8% | -47.7% | -46.9% |
| 6M | -65.5% | +2.2% | -67.7% | -65.5% |
| YTD | -51.1% | +11.5% | -62.6% | -56.8% |
| 1Y | -38.6% | +13.5% | -52.1% | -46.9% |
| 3Y | +376.2% | +78.1% | +298.1% | +14.3% |
| All | +376.2% | +78.5% | +297.7% | +14.3% |
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