-32.2%
UST vs VOO
+67.9%
-100.1%
-42.3%
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% | -0.3% |
| 7D | +0.8% | -2.7% | +3.5% | +1.0% |
| 30D | +6.5% | -5.4% | +11.8% | +6.8% |
| 3M | -1.4% | -4.1% | +2.7% | -1.2% |
| 6M | -4.6% | +0.7% | -5.3% | -4.6% |
| YTD | -5.6% | +8.7% | -14.4% | -6.1% |
| 1Y | -6.1% | +11.0% | -17.1% | -6.6% |
| 3Y | +9.5% | +75.5% | -66.0% | +4.7% |
| All | -32.2% | +67.9% | -100.1% | -37.0% |
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