+325.4%
USLM vs VOO
+82.3%
+243.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.9% |
| 7D | +1.9% | +0.5% | +1.3% | +1.3% |
| 30D | -2.3% | -0.9% | -1.4% | -1.5% |
| 3M | +11.0% | +3.9% | +7.1% | +7.0% |
| 6M | -0.1% | +14.5% | -14.7% | -12.3% |
| YTD | -2.0% | +13.0% | -14.9% | -12.5% |
| 1Y | -4.2% | +19.4% | -23.7% | -18.7% |
| 3Y | +177.5% | +78.9% | +98.7% | +75.3% |
| 5Y | +325.4% | +82.3% | +243.1% | +163.3% |
| All | +325.4% | +82.3% | +243.1% | +163.3% |
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