+260.4%
USRT vs VOO
+777.9%
-517.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | +2.1% | -2.7% | +4.8% | +4.3% |
| 30D | +7.2% | -5.4% | +12.6% | +12.0% |
| 3M | -2.2% | -4.1% | +1.8% | +1.0% |
| 6M | +1.1% | +0.7% | +0.3% | -0.2% |
| YTD | +16.2% | +8.7% | +7.4% | +7.3% |
| 1Y | +16.5% | +11.0% | +5.5% | +5.6% |
| 3Y | +50.3% | +75.5% | -25.1% | -9.2% |
| 5Y | +17.8% | +68.4% | -50.5% | -26.6% |
| 10Y | +97.1% | +315.7% | -218.6% | -43.1% |
| All | +260.4% | +777.9% | -517.4% | -50.9% |
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