-88.4%
UA vs VOO
+343.9%
-432.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.6% | -2.4% |
| 7D | -4.6% | -0.4% | -4.2% | -4.1% |
| 30D | -15.5% | -1.4% | -14.1% | -13.8% |
| 3M | -14.4% | +3.7% | -18.2% | -18.5% |
| 6M | -23.3% | +13.0% | -36.4% | -35.0% |
| YTD | 0.0% | +12.4% | -12.4% | -14.3% |
| 1Y | -1.6% | +18.6% | -20.2% | -21.5% |
| 3Y | -27.6% | +78.1% | -105.7% | -66.5% |
| 5Y | -76.0% | +82.3% | -158.3% | -88.8% |
| 10Y | -85.9% | +322.5% | -408.4% | -97.8% |
| All | -88.4% | +343.9% | -432.3% | -98.3% |
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