-61.4%
USAX vs VOO
+10.5%
-71.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.8% | -7.0% | -12.6% |
| 7D | -23.0% | -0.8% | -22.3% | -18.4% |
| 30D | -32.9% | -1.1% | -31.8% | -25.9% |
| 3M | -61.2% | +3.9% | -65.1% | -68.3% |
| 6M | -68.4% | +13.6% | -82.0% | -81.0% |
| All | -61.4% | +10.5% | -71.9% | -74.1% |
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