+44.7%
USL vs VOO
+817.1%
-772.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.8% |
| 7D | +4.3% | +0.1% | +4.2% | +4.2% |
| 30D | +13.7% | +0.1% | +13.6% | +13.6% |
| 3M | 0.0% | +2.0% | -2.1% | -1.6% |
| 6M | +32.1% | +13.0% | +19.1% | +21.7% |
| YTD | +60.5% | +13.6% | +46.9% | +47.2% |
| 1Y | +49.1% | +20.1% | +29.0% | +32.0% |
| 3Y | +37.4% | +77.6% | -40.2% | -6.4% |
| 5Y | +111.9% | +82.4% | +29.4% | +39.0% |
| 10Y | +204.9% | +316.8% | -111.9% | +5.2% |
| All | +44.7% | +817.1% | -772.4% | -74.8% |
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