+47.2%
USNG vs VOO
+31.1%
+16.2%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.8% |
| 7D | +4.8% | +0.5% | +4.3% | +4.5% |
| 30D | +6.4% | -0.9% | +7.4% | +6.9% |
| 3M | +2.6% | +3.9% | -1.3% | +0.4% |
| 6M | +11.8% | +14.5% | -2.8% | +3.9% |
| YTD | +32.9% | +13.0% | +19.9% | +24.4% |
| 1Y | +41.1% | +19.4% | +21.7% | +28.5% |
| All | +47.2% | +31.1% | +16.2% | +29.9% |
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 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