-100.0%
USBC vs VOO
+817.1%
-917.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.8% |
| 7D | +16.7% | +0.1% | +16.6% | +16.6% |
| 30D | +36.1% | +0.1% | +36.1% | +36.0% |
| 3M | +58.1% | +2.0% | +56.1% | +56.8% |
| 6M | +25.6% | +13.0% | +12.6% | +19.4% |
| YTD | -22.2% | +13.6% | -35.8% | -26.1% |
| 1Y | -33.8% | +20.1% | -53.9% | -38.2% |
| 3Y | -98.3% | +77.6% | -175.8% | -98.6% |
| 5Y | -99.5% | +82.4% | -182.0% | -99.6% |
| 10Y | -98.6% | +316.8% | -415.5% | -99.1% |
| All | -100.0% | +817.1% | -917.1% | -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