-98.5%
USBC vs VOO
+325.3%
-423.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.8% | +5.7% | +6.2% |
| 7D | 0.0% | -0.8% | +0.8% | +0.3% |
| 30D | +36.1% | -1.1% | +37.2% | +36.7% |
| 3M | +36.1% | +3.9% | +32.2% | +34.2% |
| 6M | +25.6% | +13.6% | +12.0% | +19.6% |
| YTD | -22.2% | +12.7% | -34.9% | -25.6% |
| 1Y | -38.7% | +17.6% | -56.3% | -42.1% |
| 3Y | -97.7% | +77.3% | -175.1% | -98.1% |
| 5Y | -99.6% | +84.1% | -183.7% | -99.6% |
| All | -98.5% | +325.3% | -423.8% | -96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling