-78.2%
USNA vs VOO
+325.3%
-403.4%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.6% |
| 7D | +0.4% | -0.8% | +1.2% | +1.0% |
| 30D | +10.9% | -1.1% | +12.0% | +11.9% |
| 3M | -24.4% | +3.9% | -28.3% | -26.6% |
| 6M | -14.7% | +13.6% | -28.3% | -22.6% |
| YTD | -23.5% | +12.7% | -36.2% | -30.2% |
| 1Y | -51.3% | +17.6% | -68.9% | -56.8% |
| 3Y | -74.4% | +77.3% | -151.7% | -83.3% |
| 5Y | -84.7% | +84.1% | -168.8% | -90.5% |
| All | -78.2% | +325.3% | -403.4% | -93.6% |
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