+141.7%
USMF vs VOO
+263.8%
-122.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.3% |
| 7D | +0.8% | +0.5% | +0.2% | +0.3% |
| 30D | -2.2% | -0.9% | -1.2% | -1.4% |
| 3M | +1.0% | +3.9% | -2.9% | -2.1% |
| 6M | +3.5% | +14.5% | -11.0% | -7.5% |
| YTD | +3.5% | +13.0% | -9.5% | -6.5% |
| 1Y | +2.1% | +19.4% | -17.3% | -12.0% |
| 3Y | +40.2% | +78.9% | -38.7% | -14.7% |
| 5Y | +40.1% | +82.3% | -42.2% | -16.8% |
| All | +141.7% | +263.8% | -122.2% | -16.6% |
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