+41.2%
USB vs VOO
+82.6%
-41.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -1.3% | +0.1% | -1.4% | -1.4% |
| 3M | +15.2% | +2.0% | +13.2% | +12.7% |
| 6M | +18.8% | +13.0% | +5.8% | +4.8% |
| YTD | +21.0% | +13.6% | +7.4% | +6.3% |
| 1Y | +34.0% | +20.1% | +13.9% | +11.2% |
| 3Y | +95.3% | +77.6% | +17.8% | +10.9% |
| All | +41.2% | +82.6% | -41.4% | -21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling