+106.8%
USEA vs VOO
+111.6%
-4.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.2% |
| 7D | -1.6% | -0.8% | -0.9% | -0.8% |
| 30D | +11.6% | -1.1% | +12.6% | +12.8% |
| 3M | +19.0% | +3.9% | +15.1% | +14.3% |
| 6M | +56.5% | +13.6% | +42.9% | +36.7% |
| YTD | +91.5% | +12.7% | +78.8% | +68.8% |
| 1Y | +100.9% | +17.6% | +83.4% | +70.0% |
| 3Y | +73.4% | +77.3% | -3.9% | -23.5% |
| All | +106.8% | +111.6% | -4.9% | -85.8% |
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 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