+2.2%
UAA vs VOO
+812.0%
-809.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.1% | -2.9% |
| 7D | +2.8% | +0.5% | +2.3% | +2.1% |
| 30D | -17.2% | -0.9% | -16.3% | -16.1% |
| 3M | -10.8% | +3.9% | -14.6% | -15.3% |
| 6M | -23.2% | +14.5% | -37.8% | -36.4% |
| YTD | +1.8% | +13.0% | -11.1% | -13.6% |
| 1Y | -0.8% | +19.4% | -20.2% | -22.0% |
| 3Y | -30.5% | +78.9% | -109.4% | -68.6% |
| 5Y | -77.2% | +82.3% | -159.5% | -89.5% |
| 10Y | -87.1% | +314.2% | -401.4% | -97.9% |
| All | +2.2% | +812.0% | -809.8% | -93.8% |
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 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