+48.0%
USDU vs VOO
+431.8%
-383.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | +0.1% |
| 7D | +0.2% | -0.8% | +1.0% | +0.2% |
| 30D | -0.6% | -1.1% | +0.4% | -0.7% |
| 3M | -0.3% | +3.9% | -4.2% | -0.1% |
| 6M | +0.9% | +13.6% | -12.7% | +1.3% |
| YTD | +1.9% | +12.7% | -10.8% | +2.3% |
| 1Y | +4.0% | +17.6% | -13.6% | +4.6% |
| 3Y | +11.7% | +77.3% | -65.6% | +13.9% |
| 5Y | +27.9% | +84.1% | -56.3% | +31.1% |
| 10Y | +30.7% | +323.5% | -292.8% | +32.0% |
| All | +48.0% | +431.8% | -383.8% | +48.8% |
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