+55.2%
USOY vs VOO
+14.7%
+40.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.6% | -9.2% | -5.8% |
| 7D | -12.1% | -0.7% | -11.3% | -12.6% |
| 30D | -2.3% | -1.1% | -1.3% | -3.2% |
| 3M | +13.7% | -0.3% | +14.0% | +13.9% |
| 6M | -6.7% | +7.4% | -14.0% | +1.3% |
| YTD | +56.7% | +13.4% | +43.4% | +80.6% |
| 1Y | +55.2% | +14.8% | +40.4% | +78.5% |
| All | +55.2% | +14.7% | +40.5% | +78.5% |
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