+46.2%
USEP vs VOO
+72.8%
-26.6%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | -0.5% | -0.6% | +0.1% | -0.2% |
| 30D | -2.0% | -3.6% | +1.6% | -0.5% |
| 3M | -0.5% | -2.7% | +2.3% | +0.6% |
| 6M | +2.1% | +2.2% | -0.1% | +1.1% |
| YTD | +5.9% | +10.9% | -5.0% | +1.3% |
| 1Y | +6.9% | +11.3% | -4.5% | +2.0% |
| 3Y | +39.8% | +76.9% | -37.1% | +10.3% |
| 5Y | +46.2% | +73.5% | -27.3% | +15.0% |
| All | +46.2% | +72.8% | -26.6% | +15.0% |
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 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