+123.8%
USMF vs VOO
+250.2%
-126.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | -0.1% |
| 7D | -5.2% | -2.7% | -2.5% | -3.0% |
| 30D | -8.1% | -5.4% | -2.7% | -3.7% |
| 3M | -8.8% | -4.1% | -4.8% | -5.6% |
| 6M | -5.4% | +0.7% | -6.2% | -6.0% |
| YTD | -4.2% | +8.7% | -12.9% | -10.6% |
| 1Y | -2.4% | +11.0% | -13.4% | -10.6% |
| 3Y | +30.6% | +75.5% | -44.9% | -19.2% |
| 5Y | +26.8% | +68.4% | -41.6% | -19.4% |
| All | +123.8% | +250.2% | -126.4% | -20.3% |
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