+21.3%
UST vs VOO
+817.1%
-795.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -0.7% | +0.1% | -0.8% | -0.6% |
| 30D | -1.8% | +0.1% | -1.8% | -1.7% |
| 3M | -2.9% | +2.0% | -4.9% | -2.5% |
| 6M | -7.3% | +13.0% | -20.3% | -5.2% |
| YTD | -5.4% | +13.6% | -19.0% | -3.2% |
| 1Y | -4.8% | +20.1% | -24.9% | -1.5% |
| 3Y | +3.0% | +77.6% | -74.6% | +15.6% |
| 5Y | -34.0% | +82.4% | -116.4% | -25.7% |
| 10Y | -22.8% | +316.8% | -339.6% | +17.2% |
| All | +21.3% | +817.1% | -795.7% | +155.7% |
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