+145.3%
USVM vs VOO
+241.9%
-96.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.6% |
| 7D | -0.3% | -0.9% | +0.6% | +0.5% |
| 30D | +3.4% | -2.3% | +5.8% | +5.7% |
| 3M | -2.3% | -1.2% | -1.2% | -1.4% |
| 6M | +5.0% | +3.3% | +1.6% | +1.3% |
| YTD | +19.3% | +12.3% | +7.0% | +6.0% |
| 1Y | +21.3% | +12.5% | +8.8% | +7.6% |
| 3Y | +78.9% | +79.2% | -0.3% | +0.2% |
| 5Y | +52.2% | +75.7% | -23.4% | -13.2% |
| All | +145.3% | +241.9% | -96.5% | -27.3% |
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