-18.7%
UST vs VOO
+306.9%
-325.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -2.0% |
| 7D | -0.5% | -0.6% | +0.1% | -0.6% |
| 30D | +4.1% | -3.6% | +7.7% | +3.8% |
| 3M | -2.9% | -2.7% | -0.2% | -3.2% |
| 6M | -6.3% | +2.2% | -8.5% | -6.1% |
| YTD | -7.5% | +10.9% | -18.4% | -6.5% |
| 1Y | -7.7% | +11.3% | -19.0% | -6.7% |
| 3Y | +7.2% | +76.9% | -69.7% | +14.2% |
| 5Y | -33.0% | +73.5% | -106.5% | -29.4% |
| 10Y | -18.7% | +307.7% | -326.4% | +6.1% |
| All | -18.7% | +306.9% | -325.6% | +6.1% |
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