-19.1%
UST vs VOO
+309.6%
-328.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -3.9% | +2.6% | -6.5% | -3.7% |
| 30D | +1.2% | -2.0% | +3.2% | +1.0% |
| 3M | -5.8% | -2.8% | -3.0% | -6.0% |
| 6M | -6.9% | +2.2% | -9.1% | -6.7% |
| YTD | -9.4% | +11.5% | -20.9% | -8.4% |
| 1Y | -9.7% | +13.5% | -23.2% | -8.5% |
| 3Y | +5.3% | +78.1% | -72.8% | +12.2% |
| 5Y | -34.2% | +73.1% | -107.3% | -30.7% |
| All | -19.1% | +309.6% | -328.7% | +6.2% |
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