+63.4%
USOY vs VOO
+50.3%
+13.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.4% |
| 7D | +4.7% | -0.4% | +5.1% | +4.7% |
| 30D | +12.4% | -1.4% | +13.7% | +12.4% |
| 3M | +6.4% | +3.7% | +2.7% | +6.0% |
| 6M | +31.4% | +13.0% | +18.3% | +28.8% |
| YTD | +65.3% | +12.4% | +52.9% | +62.3% |
| 1Y | +57.2% | +18.6% | +38.6% | +51.2% |
| All | +63.4% | +50.3% | +13.1% | +38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling