+64.9%
USIG vs VOO
+817.1%
-752.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.5% | +0.1% | -0.5% | -0.5% |
| 3M | -1.0% | +2.0% | -3.1% | -1.2% |
| 6M | -1.5% | +13.0% | -14.5% | -2.2% |
| YTD | -0.3% | +13.6% | -13.9% | -1.1% |
| 1Y | +1.2% | +20.1% | -18.8% | +0.1% |
| 3Y | +16.9% | +77.6% | -60.7% | +13.0% |
| 5Y | +0.4% | +82.4% | -82.0% | -3.4% |
| 10Y | +25.2% | +316.8% | -291.7% | +21.1% |
| All | +64.9% | +817.1% | -752.2% | +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 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