-22.6%
UST vs VOO
+315.3%
-338.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.5% |
| 7D | -0.7% | -0.4% | -0.3% | -0.7% |
| 30D | -1.6% | -1.4% | -0.2% | -1.7% |
| 3M | -2.9% | +3.7% | -6.6% | -2.6% |
| 6M | -7.8% | +13.0% | -20.9% | -6.7% |
| YTD | -6.2% | +12.4% | -18.6% | -5.1% |
| 1Y | -6.6% | +18.6% | -25.2% | -4.9% |
| 3Y | +3.2% | +78.1% | -74.8% | +10.0% |
| 5Y | -34.8% | +82.3% | -117.0% | -30.6% |
| 10Y | -22.6% | +322.5% | -345.2% | +3.1% |
| All | -22.6% | +315.3% | -338.0% | +3.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling