+66.7%
USOY vs VOO
+50.6%
+16.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | -2.4% |
| 7D | +6.5% | -0.8% | +7.2% | +6.5% |
| 30D | +14.4% | -1.1% | +15.5% | +14.4% |
| 3M | +11.3% | +3.9% | +7.4% | +10.8% |
| 6M | +26.0% | +13.6% | +12.3% | +23.4% |
| YTD | +68.7% | +12.7% | +56.0% | +65.5% |
| 1Y | +61.6% | +17.6% | +44.0% | +56.0% |
| All | +66.7% | +50.6% | +16.1% | +41.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling