-30.6%
UAA vs VOO
+75.9%
-106.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +2.2% |
| 7D | -4.2% | -2.0% | -2.3% | -1.7% |
| 30D | -6.9% | -1.7% | -5.3% | -4.9% |
| 3M | -12.8% | +4.7% | -17.5% | -17.8% |
| 6M | -25.6% | +12.6% | -38.2% | -36.3% |
| YTD | 0.0% | +11.8% | -11.8% | -13.3% |
| 1Y | -0.6% | +17.5% | -18.1% | -19.2% |
| All | -30.6% | +75.9% | -106.5% | -69.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling