-84.9%
USNA vs VOO
+80.3%
-165.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.5% |
| 7D | +2.8% | -2.0% | +4.8% | +4.3% |
| 30D | +7.8% | -1.7% | +9.4% | +9.1% |
| 3M | -22.6% | +4.7% | -27.4% | -25.1% |
| 6M | -16.8% | +12.6% | -29.4% | -23.4% |
| YTD | -24.5% | +11.8% | -36.2% | -30.1% |
| 1Y | -50.8% | +17.5% | -68.3% | -55.8% |
| 3Y | -74.6% | +77.0% | -151.6% | -82.3% |
| 5Y | -84.9% | +82.6% | -167.4% | -89.9% |
| All | -84.9% | +80.3% | -165.2% | -89.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling