-27.0%
USNA vs VOO
+812.0%
-838.9%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.1% |
| 7D | +8.9% | +0.5% | +8.3% | +8.3% |
| 30D | -1.7% | -0.9% | -0.8% | -0.9% |
| 3M | -18.7% | +3.9% | -22.6% | -21.3% |
| 6M | -14.8% | +14.5% | -29.3% | -24.0% |
| YTD | -22.6% | +13.0% | -35.5% | -30.2% |
| 1Y | -50.9% | +19.4% | -70.3% | -57.6% |
| 3Y | -74.0% | +78.9% | -152.9% | -84.1% |
| 5Y | -84.7% | +82.3% | -167.0% | -91.0% |
| 10Y | -78.3% | +314.2% | -392.5% | -94.4% |
| All | -27.0% | +812.0% | -838.9% | -91.7% |
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