+70.4%
USEP vs VOO
+187.9%
-117.5%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.2% |
| 7D | -0.5% | -0.6% | +0.1% | -0.3% |
| 30D | -2.0% | -3.6% | +1.6% | -0.7% |
| 3M | -0.5% | -2.7% | +2.3% | +0.5% |
| 6M | +2.1% | +2.2% | -0.1% | +1.2% |
| YTD | +5.9% | +10.9% | -5.0% | +1.7% |
| 1Y | +6.9% | +11.3% | -4.5% | +2.5% |
| 3Y | +39.8% | +76.9% | -37.1% | +13.0% |
| 5Y | +46.2% | +73.5% | -27.3% | +18.0% |
| All | +70.4% | +187.9% | -117.5% | +13.5% |
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