+59.7%
USOY vs VOO
+51.0%
+8.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.5% | +2.0% |
| 7D | +2.7% | +0.5% | +2.2% | +2.7% |
| 30D | +15.0% | -0.9% | +15.9% | +15.0% |
| 3M | +1.5% | +3.9% | -2.4% | +1.1% |
| 6M | +26.0% | +14.5% | +11.5% | +23.2% |
| YTD | +61.6% | +13.0% | +48.6% | +58.5% |
| 1Y | +54.4% | +19.4% | +35.0% | +48.3% |
| All | +59.7% | +51.0% | +8.7% | +35.5% |
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 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