+18.3%
USRT vs VOO
+67.9%
-49.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | +2.1% | -2.7% | +4.8% | +4.0% |
| 30D | +7.2% | -5.4% | +12.6% | +11.4% |
| 3M | -2.2% | -4.1% | +1.8% | +0.6% |
| 6M | +1.1% | +0.7% | +0.3% | -0.1% |
| YTD | +16.2% | +8.7% | +7.4% | +8.2% |
| 1Y | +16.5% | +11.0% | +5.5% | +6.6% |
| 3Y | +50.3% | +75.5% | -25.1% | -7.2% |
| All | +18.3% | +67.9% | -49.6% | -25.3% |
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