+350.0%
USLM vs VOO
+72.8%
+277.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +12.6% |
| 3M | -1.6% | -2.7% | +1.2% | +0.8% |
| 6M | +7.7% | +2.2% | +5.4% | +5.2% |
| YTD | -1.0% | +10.9% | -11.9% | -10.2% |
| 1Y | -0.6% | +11.3% | -11.9% | -10.1% |
| 3Y | +201.8% | +76.9% | +124.9% | +94.0% |
| 5Y | +350.0% | +73.5% | +276.5% | +193.8% |
| All | +350.0% | +72.8% | +277.2% | +193.8% |
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 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