+102.1%
USO vs VOO
+75.9%
+26.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.6% | +6.2% | +5.6% |
| 7D | +11.5% | -2.0% | +13.4% | +11.3% |
| 30D | +24.1% | -1.7% | +25.8% | +24.0% |
| 3M | +17.9% | +4.7% | +13.2% | +18.0% |
| 6M | +49.6% | +12.6% | +37.1% | +49.1% |
| YTD | +129.0% | +11.8% | +117.2% | +128.4% |
| 1Y | +112.0% | +17.5% | +94.5% | +108.1% |
| All | +102.1% | +75.9% | +26.2% | +91.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling