+72.5%
USEP vs VOO
+194.9%
-122.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.1% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | +0.8% | +0.1% | +0.7% | +0.7% |
| 3M | +2.3% | +2.0% | +0.3% | +1.4% |
| 6M | +6.6% | +13.0% | -6.5% | +1.7% |
| YTD | +7.2% | +13.6% | -6.4% | +2.1% |
| 1Y | +10.4% | +20.1% | -9.7% | +2.9% |
| 3Y | +40.2% | +77.6% | -37.4% | +13.1% |
| 5Y | +49.4% | +82.4% | -33.0% | +18.5% |
| All | +72.5% | +194.9% | -122.4% | +13.9% |
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