+76.4%
VOO vs USAR
+53.8%
+22.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +0.9% |
| 7D | -0.8% | -11.6% | +10.9% | -0.6% |
| 30D | -1.1% | -15.5% | +14.4% | -0.8% |
| 3M | +3.9% | -31.0% | +34.9% | +4.3% |
| 6M | +13.6% | -26.2% | +39.9% | +13.8% |
| YTD | +12.7% | +30.8% | -18.0% | +12.7% |
| 1Y | +17.6% | +7.1% | +10.5% | +17.8% |
| 3Y | +77.3% | +53.0% | +24.3% | +79.1% |
| All | +76.4% | +53.8% | +22.7% | +78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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