-97.7%
USBC vs VOO
+79.1%
-176.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.6% | +4.8% |
| 7D | +6.3% | +0.5% | +5.7% | +5.5% |
| 30D | +50.0% | -0.9% | +50.9% | +51.7% |
| 3M | +41.7% | +3.9% | +37.8% | +35.1% |
| 6M | +34.2% | +14.5% | +19.7% | +11.9% |
| YTD | -19.0% | +13.0% | -32.0% | -30.8% |
| 1Y | -28.2% | +19.4% | -47.6% | -41.9% |
| 3Y | -97.7% | +78.9% | -176.6% | -98.9% |
| All | -97.7% | +79.1% | -176.8% | -98.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling