+62.4%
USOY vs VOO
+17.3%
+45.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +4.0% |
| 7D | +9.1% | -2.0% | +11.1% | +7.4% |
| 30D | +16.7% | -1.7% | +18.4% | +15.2% |
| 3M | +8.8% | +4.7% | +4.1% | +12.8% |
| 6M | +34.5% | +12.6% | +21.9% | +47.2% |
| YTD | +72.8% | +11.8% | +61.1% | +88.8% |
| 1Y | +62.4% | +17.5% | +44.9% | +81.9% |
| All | +62.4% | +17.3% | +45.1% | +81.9% |
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 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