+248.3%
USMC vs VOO
+248.3%
-0.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +0.6% | +0.1% | +0.5% | +0.5% |
| 3M | +3.6% | +2.0% | +1.6% | +1.7% |
| 6M | +14.5% | +13.0% | +1.5% | +2.3% |
| YTD | +12.6% | +13.6% | -1.0% | +0.1% |
| 1Y | +17.6% | +20.1% | -2.4% | -0.6% |
| 3Y | +75.7% | +77.6% | -1.8% | +4.0% |
| 5Y | +93.4% | +82.4% | +11.0% | +11.3% |
| All | +248.3% | +248.3% | -0.1% | +15.7% |
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