+56.6%
USOY vs VOO
+51.8%
+4.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +6.8% | +0.1% | +6.7% | +6.8% |
| 30D | +15.2% | +0.1% | +15.2% | +15.2% |
| 3M | -0.5% | +2.0% | -2.6% | -0.6% |
| 6M | +27.7% | +13.0% | +14.6% | +25.6% |
| YTD | +58.4% | +13.6% | +44.8% | +55.4% |
| 1Y | +49.9% | +20.1% | +29.9% | +44.0% |
| All | +56.6% | +51.8% | +4.8% | +32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling