+347.8%
USB vs VOO
+815.3%
-467.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +0.1% |
| 7D | +2.4% | -0.7% | +3.1% | +3.2% |
| 30D | +6.6% | -1.1% | +7.6% | +7.7% |
| 3M | -4.1% | -0.3% | -3.8% | -3.9% |
| 6M | +12.5% | +7.4% | +5.1% | +3.5% |
| YTD | +17.6% | +13.4% | +4.3% | +1.8% |
| 1Y | +36.5% | +14.8% | +21.7% | +16.4% |
| 3Y | +95.4% | +83.3% | +12.1% | -0.8% |
| 5Y | +26.1% | +76.1% | -50.0% | -33.3% |
| 10Y | +101.3% | +333.4% | -232.1% | -61.4% |
| All | +347.8% | +815.3% | -467.4% | -67.8% |
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