+143.4%
USMF vs VOO
+265.9%
-122.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | -1.5% | +0.1% | -1.6% | -1.6% |
| 3M | -0.2% | +2.0% | -2.2% | -1.8% |
| 6M | +3.4% | +13.0% | -9.6% | -6.6% |
| YTD | +4.2% | +13.6% | -9.4% | -6.3% |
| 1Y | +3.5% | +20.1% | -16.6% | -11.3% |
| 3Y | +39.9% | +77.6% | -37.6% | -14.3% |
| 5Y | +39.6% | +82.4% | -42.8% | -17.1% |
| All | +143.4% | +265.9% | -122.4% | -16.4% |
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 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