-74.8%
USAS vs VOO
+817.1%
-891.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.9% | -2.9% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +11.4% | +0.1% | +11.4% | +11.6% |
| 3M | -7.9% | +2.0% | -9.9% | -8.4% |
| 6M | -43.5% | +13.0% | -56.6% | -47.7% |
| YTD | +4.9% | +13.6% | -8.7% | -2.9% |
| 1Y | +100.0% | +20.1% | +79.9% | +78.4% |
| 3Y | +436.0% | +77.6% | +358.4% | +263.4% |
| 5Y | +100.4% | +82.4% | +17.9% | +31.9% |
| 10Y | -38.4% | +316.8% | -355.2% | -77.9% |
| All | -74.8% | +817.1% | -891.9% | -96.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling