-100.0%
USBC vs VOO
+806.9%
-906.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.3% | +4.1% | +4.8% |
| 7D | -9.3% | -0.9% | -8.4% | -8.6% |
| 30D | -18.8% | -2.3% | -16.4% | -17.5% |
| 3M | +8.3% | -1.2% | +9.5% | +9.6% |
| 6M | -23.5% | +3.3% | -26.9% | -24.1% |
| YTD | -38.1% | +12.3% | -50.4% | -40.5% |
| 1Y | -54.1% | +12.5% | -66.6% | -55.8% |
| 3Y | -97.5% | +79.2% | -176.7% | -97.9% |
| 5Y | -99.5% | +75.7% | -175.2% | -99.6% |
| 10Y | -99.2% | +313.7% | -412.8% | -99.4% |
| All | -100.0% | +806.9% | -906.9% | -100.0% |
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