+310.7%
VOO vs USB
+83.8%
+226.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.2% | -0.7% |
| 7D | +2.6% | +2.6% | 0.0% | +1.6% |
| 30D | -2.0% | +8.4% | -10.4% | -5.0% |
| 3M | -2.8% | -5.5% | +2.8% | -0.8% |
| 6M | +2.2% | +17.7% | -15.6% | -4.4% |
| YTD | +11.5% | +17.6% | -6.0% | +4.0% |
| 1Y | +13.5% | +33.9% | -20.4% | +0.6% |
| 3Y | +78.1% | +103.8% | -25.7% | +31.3% |
| 5Y | +73.1% | +25.6% | +47.5% | +51.4% |
| All | +310.7% | +83.8% | +226.9% | +196.6% |
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