+55.4%
USL vs VOO
+800.4%
-745.1%
-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% | -0.2% | -0.4% |
| 7D | -1.3% | +2.6% | -3.9% | -2.7% |
| 30D | -5.9% | -2.0% | -3.9% | -5.0% |
| 3M | +14.2% | -2.8% | +17.0% | +15.5% |
| 6M | +5.7% | +2.2% | +3.5% | +3.5% |
| YTD | +72.4% | +11.5% | +60.9% | +59.2% |
| 1Y | +69.1% | +13.5% | +55.6% | +54.4% |
| 3Y | +52.5% | +78.1% | -25.6% | +3.3% |
| 5Y | +101.4% | +73.1% | +28.3% | +36.4% |
| 10Y | +234.9% | +310.7% | -75.8% | +15.9% |
| All | +55.4% | +800.4% | -745.1% | -72.8% |
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