+231.7%
VUSE vs VOO
+408.6%
-176.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | -2.3% | -2.0% | -0.4% | -0.4% |
| 30D | -2.4% | -1.7% | -0.8% | -0.8% |
| 3M | +3.1% | +4.7% | -1.6% | -1.6% |
| 6M | +10.0% | +12.6% | -2.5% | -2.3% |
| YTD | +8.6% | +11.8% | -3.2% | -2.8% |
| 1Y | +9.2% | +17.5% | -8.3% | -7.1% |
| 3Y | +52.1% | +77.0% | -24.9% | -14.4% |
| 5Y | +73.8% | +82.6% | -8.8% | -5.6% |
| 10Y | +208.6% | +320.0% | -111.3% | -26.0% |
| All | +231.7% | +408.6% | -176.9% | -33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling