+243.6%
USMC vs VOO
+242.7%
+0.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | -1.8% | -2.0% | +0.2% | 0.0% |
| 30D | -0.4% | -1.7% | +1.3% | +1.2% |
| 3M | +6.0% | +4.7% | +1.3% | +1.6% |
| 6M | +13.3% | +12.6% | +0.8% | +1.6% |
| YTD | +11.1% | +11.8% | -0.7% | +0.3% |
| 1Y | +14.2% | +17.5% | -3.3% | -1.6% |
| 3Y | +75.2% | +77.0% | -1.8% | +4.0% |
| 5Y | +93.9% | +82.6% | +11.3% | +11.5% |
| All | +243.6% | +242.7% | +0.9% | +15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling