+64.7%
USIG vs VOO
+812.0%
-747.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | -0.5% | -0.9% | +0.5% | -0.4% |
| 3M | -0.5% | +3.9% | -4.4% | -0.8% |
| 6M | -1.0% | +14.5% | -15.6% | -1.8% |
| YTD | -0.4% | +13.0% | -13.3% | -1.1% |
| 1Y | +0.3% | +19.4% | -19.1% | -0.7% |
| 3Y | +17.1% | +78.9% | -61.8% | +13.1% |
| 5Y | +0.5% | +82.3% | -81.8% | -3.4% |
| 10Y | +25.4% | +314.2% | -288.8% | +21.3% |
| All | +64.7% | +812.0% | -747.3% | +67.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling