+243.7%
USMC vs VOO
+243.3%
+0.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +5.1% | +3.3% | +1.9% | +2.1% |
| 30D | -3.0% | -2.7% | -0.4% | -0.5% |
| 3M | -0.5% | -1.7% | +1.2% | +1.2% |
| 6M | +4.7% | +3.1% | +1.6% | +1.8% |
| YTD | +11.1% | +11.9% | -0.8% | +0.2% |
| 1Y | +10.2% | +12.1% | -1.9% | -0.7% |
| 3Y | +76.8% | +78.6% | -1.8% | +4.2% |
| 5Y | +85.3% | +73.8% | +11.5% | +11.5% |
| All | +243.7% | +243.3% | +0.4% | +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 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