+71.4%
USEP vs VOO
+190.6%
-119.2%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.8% | +3.3% | -1.4% | +0.6% |
| 30D | -1.3% | -2.7% | +1.4% | -0.3% |
| 3M | +0.1% | -1.7% | +1.8% | +0.7% |
| 6M | +2.7% | +3.1% | -0.5% | +1.4% |
| YTD | +6.6% | +11.9% | -5.4% | +2.0% |
| 1Y | +7.5% | +12.1% | -4.6% | +2.8% |
| 3Y | +40.7% | +78.6% | -37.9% | +13.3% |
| 5Y | +46.8% | +73.8% | -27.0% | +18.4% |
| All | +71.4% | +190.6% | -119.2% | +13.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling