+1,619.5%
USLM vs VOO
+806.9%
+812.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -2.9% |
| 7D | -5.6% | -0.9% | -4.7% | -4.9% |
| 30D | +8.4% | -2.3% | +10.8% | +10.7% |
| 3M | -3.3% | -1.2% | -2.1% | -2.5% |
| 6M | +6.2% | +3.3% | +2.8% | +2.6% |
| YTD | -2.6% | +12.3% | -14.9% | -13.0% |
| 1Y | -2.0% | +12.5% | -14.5% | -12.6% |
| 3Y | +196.9% | +79.2% | +117.7% | +74.5% |
| 5Y | +336.2% | +75.7% | +260.5% | +157.1% |
| 10Y | +840.5% | +313.7% | +526.8% | +143.5% |
| All | +1,619.5% | +806.9% | +812.6% | +93.4% |
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