+827.8%
VOO vs USB
+360.1%
+467.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +0.1% | +1.4% | -1.3% | -0.5% |
| 30D | +0.1% | -1.3% | +1.4% | +0.6% |
| 3M | +2.0% | +15.2% | -13.2% | -4.1% |
| 6M | +13.0% | +18.8% | -5.8% | +4.6% |
| YTD | +13.6% | +21.0% | -7.4% | +4.0% |
| 1Y | +20.1% | +34.0% | -13.9% | +5.0% |
| 3Y | +77.6% | +95.3% | -17.8% | +28.3% |
| 5Y | +82.4% | +40.4% | +42.1% | +48.2% |
| 10Y | +316.8% | +107.3% | +209.5% | +156.9% |
| All | +827.8% | +360.1% | +467.7% | +270.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling