+234.1%
USL vs VOO
+309.6%
-75.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -1.3% | +2.6% | -3.9% | -2.4% |
| 30D | -5.9% | -2.0% | -3.9% | -5.2% |
| 3M | +14.2% | -2.8% | +17.0% | +15.3% |
| 6M | +5.7% | +2.2% | +3.5% | +3.9% |
| YTD | +72.4% | +11.5% | +60.9% | +61.6% |
| 1Y | +69.1% | +13.5% | +55.6% | +57.0% |
| 3Y | +52.5% | +78.1% | -25.6% | +10.1% |
| 5Y | +101.4% | +73.1% | +28.3% | +46.1% |
| All | +234.1% | +309.6% | -75.5% | +61.6% |
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