+123.5%
USL vs VOO
+81.6%
+41.9%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.4% | +1.1% |
| 7D | +3.5% | -0.4% | +3.8% | +3.6% |
| 30D | +9.0% | -1.4% | +10.4% | +9.3% |
| 3M | +4.8% | +3.7% | +1.1% | +3.8% |
| 6M | +26.5% | +13.0% | +13.5% | +22.3% |
| YTD | +65.9% | +12.4% | +53.4% | +60.5% |
| 1Y | +54.9% | +18.6% | +36.4% | +47.3% |
| 3Y | +39.7% | +78.1% | -38.3% | +15.8% |
| 5Y | +123.5% | +82.3% | +41.2% | +90.6% |
| All | +123.5% | +81.6% | +41.9% | +90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling