+307.7%
VOO vs USB
+87.1%
+220.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -0.6% | +1.4% | -2.0% | -1.1% |
| 30D | -3.6% | +6.4% | -10.1% | -5.9% |
| 3M | -2.7% | -4.5% | +1.7% | -1.2% |
| 6M | +2.2% | +11.4% | -9.1% | -2.3% |
| YTD | +10.9% | +17.1% | -6.2% | +3.6% |
| 1Y | +11.3% | +32.6% | -21.3% | -1.0% |
| 3Y | +76.9% | +101.8% | -24.9% | +31.0% |
| 5Y | +73.5% | +25.1% | +48.4% | +51.9% |
| 10Y | +307.7% | +84.9% | +222.8% | +195.4% |
| All | +307.7% | +87.1% | +220.6% | +195.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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