-76.7%
UAA vs VOO
+82.8%
-159.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +1.5% |
| 7D | -2.7% | -0.8% | -1.9% | -1.5% |
| 30D | -2.9% | -1.1% | -1.8% | -1.2% |
| 3M | -15.0% | +3.9% | -18.9% | -19.8% |
| 6M | -21.6% | +13.6% | -35.3% | -35.7% |
| YTD | +2.8% | +12.7% | -9.9% | -14.2% |
| 1Y | +1.6% | +17.6% | -16.0% | -20.6% |
| 3Y | -28.6% | +77.3% | -106.0% | -71.6% |
| All | -76.7% | +82.8% | -159.5% | -90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling