-99.5%
USBC vs VOO
+82.3%
-181.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.6% | +4.6% |
| 7D | +6.3% | +0.5% | +5.7% | +5.7% |
| 30D | +50.0% | -0.9% | +50.9% | +51.2% |
| 3M | +41.7% | +3.9% | +37.8% | +37.2% |
| 6M | +34.2% | +14.5% | +19.7% | +18.9% |
| YTD | -19.0% | +13.0% | -32.0% | -27.1% |
| 1Y | -28.2% | +19.4% | -47.6% | -37.7% |
| 3Y | -97.7% | +78.9% | -176.6% | -98.5% |
| 5Y | -99.5% | +82.3% | -181.8% | -99.6% |
| All | -99.5% | +82.3% | -181.8% | -99.6% |
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