+230.8%
USPX vs VOO
+335.3%
-104.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.1% | +0.1% | 0.0% | +0.1% |
| 3M | +1.9% | +2.0% | -0.1% | +0.3% |
| 6M | +13.1% | +13.0% | 0.0% | +2.6% |
| YTD | +13.3% | +13.6% | -0.3% | +2.5% |
| 1Y | +19.5% | +20.1% | -0.5% | +3.5% |
| 3Y | +77.3% | +77.6% | -0.3% | +14.3% |
| 5Y | +75.5% | +82.4% | -7.0% | +10.3% |
| 10Y | +215.9% | +316.8% | -101.0% | +19.7% |
| All | +230.8% | +335.3% | -104.4% | +23.1% |
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