+207.6%
USL vs VOO
+325.3%
-117.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.3% |
| 7D | +4.9% | -0.8% | +5.7% | +5.3% |
| 30D | +10.3% | -1.1% | +11.4% | +10.8% |
| 3M | +7.7% | +3.9% | +3.8% | +5.5% |
| 6M | +21.5% | +13.6% | +7.9% | +13.3% |
| YTD | +68.4% | +12.7% | +55.7% | +57.4% |
| 1Y | +58.0% | +17.6% | +40.4% | +44.4% |
| 3Y | +41.5% | +77.3% | -35.8% | +2.4% |
| 5Y | +121.9% | +84.1% | +37.7% | +54.9% |
| All | +207.6% | +325.3% | -117.7% | +24.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling