+46.5%
USNG vs VOO
+30.8%
+15.7%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.9% |
| 7D | +2.0% | -0.8% | +2.8% | +2.4% |
| 30D | +2.8% | -1.1% | +3.8% | +3.3% |
| 3M | +1.4% | +3.9% | -2.5% | -0.8% |
| 6M | +9.8% | +13.6% | -3.9% | +2.5% |
| YTD | +32.2% | +12.7% | +19.5% | +23.9% |
| 1Y | +35.8% | +17.6% | +18.2% | +24.5% |
| All | +46.5% | +30.8% | +15.7% | +29.4% |
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 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