+20.3%
VUSB vs VOO
+100.2%
-79.9%
-1.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | 0.0% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +0.5% | -3.3% | +3.8% | +0.5% |
| 3M | +0.8% | -2.4% | +3.2% | +0.8% |
| 6M | +1.8% | +2.6% | -0.8% | +1.8% |
| YTD | +3.0% | +11.3% | -8.3% | +2.8% |
| 1Y | +3.7% | +13.4% | -9.7% | +3.6% |
| 3Y | +16.3% | +80.3% | -64.0% | +15.7% |
| 5Y | +20.1% | +72.7% | -52.6% | +19.4% |
| All | +20.3% | +100.2% | -79.9% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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