+1,623.3%
USLM vs VOO
+817.1%
+806.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -0.9% | +0.1% | -1.0% | -1.0% |
| 3M | +9.0% | +2.0% | +6.9% | +6.8% |
| 6M | -8.6% | +13.0% | -21.7% | -18.9% |
| YTD | -2.4% | +13.6% | -16.0% | -13.6% |
| 1Y | -3.3% | +20.1% | -23.4% | -18.8% |
| 3Y | +169.2% | +77.6% | +91.6% | +59.8% |
| 5Y | +305.9% | +82.4% | +223.5% | +131.4% |
| 10Y | +881.8% | +316.8% | +564.9% | +152.5% |
| All | +1,623.3% | +817.1% | +806.2% | +92.1% |
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