+86.6%
USE vs VOO
+94.6%
-8.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.6% | +3.9% |
| 7D | +7.8% | -2.0% | +9.8% | +7.8% |
| 30D | +15.0% | -1.7% | +16.6% | +14.9% |
| 3M | +15.3% | +4.7% | +10.6% | +15.2% |
| 6M | +33.7% | +12.6% | +21.1% | +32.8% |
| YTD | +62.7% | +11.8% | +51.0% | +61.8% |
| 1Y | +32.2% | +17.5% | +14.6% | +29.8% |
| 3Y | +49.9% | +77.0% | -27.0% | +38.4% |
| All | +86.6% | +94.6% | -8.0% | +59.2% |
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