-0.6%
USLM vs VOO
+12.0%
-12.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.2% |
| 7D | -2.2% | -0.6% | -1.6% | -1.7% |
| 30D | +9.0% | -3.6% | +12.7% | +13.1% |
| 3M | -1.6% | -2.7% | +1.2% | +1.0% |
| 6M | +7.7% | +2.2% | +5.4% | +4.1% |
| YTD | -1.0% | +10.9% | -11.9% | -13.5% |
| 1Y | -0.6% | +11.3% | -11.9% | -13.5% |
| All | -0.6% | +12.0% | -12.6% | -13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling