+43.6%
USOI vs VOO
+14.7%
+28.9%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.6% | -5.4% | -3.1% |
| 7D | -5.1% | -0.7% | -4.3% | -5.3% |
| 30D | +2.2% | -1.1% | +3.3% | +1.9% |
| 3M | +12.5% | -0.3% | +12.9% | +12.5% |
| 6M | +0.2% | +7.4% | -7.2% | +3.3% |
| YTD | +47.1% | +13.4% | +33.7% | +54.6% |
| 1Y | +43.6% | +14.8% | +28.8% | +50.8% |
| All | +43.6% | +14.7% | +28.9% | +50.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling