+130.4%
USMF vs VOO
+258.4%
-128.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.6% | +1.0% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | -5.8% | -3.3% | -2.5% | -3.1% |
| 3M | -6.7% | -2.4% | -4.3% | -4.8% |
| 6M | -3.1% | +2.6% | -5.7% | -5.1% |
| YTD | -1.3% | +11.3% | -12.6% | -9.7% |
| 1Y | 0.0% | +13.4% | -13.5% | -10.0% |
| 3Y | +35.3% | +80.3% | -45.0% | -18.2% |
| 5Y | +30.2% | +72.7% | -42.5% | -18.9% |
| All | +130.4% | +258.4% | -128.0% | -19.4% |
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 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