+150.5%
VOO vs U
-43.3%
+193.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.4% | +4.4% | -4.7% | -0.8% |
| 30D | -1.4% | -1.3% | -0.1% | -1.3% |
| 3M | +3.7% | +49.6% | -45.9% | -1.1% |
| 6M | +13.0% | +100.2% | -87.2% | +3.9% |
| YTD | +12.4% | -3.7% | +16.1% | +10.6% |
| 1Y | +18.6% | -6.5% | +25.1% | +16.3% |
| 3Y | +78.1% | +12.9% | +65.2% | +63.3% |
| 5Y | +82.3% | -68.3% | +150.6% | +74.6% |
| All | +150.5% | -43.3% | +193.7% | +126.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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