+14.3%
USFR vs VOO
+79.1%
-64.8%
-0.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +0.1% | +3.3% | -3.2% | +0.1% |
| 30D | +0.4% | -2.7% | +3.1% | +0.4% |
| 3M | +1.0% | -1.7% | +2.8% | +1.0% |
| 6M | +2.0% | +3.1% | -1.1% | +2.0% |
| YTD | +3.4% | +11.9% | -8.5% | +3.4% |
| 1Y | +4.1% | +12.1% | -8.0% | +4.1% |
| All | +14.3% | +79.1% | -64.8% | +14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling