+75.9%
UAE vs VOO
+325.3%
-249.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.9% |
| 7D | +2.2% | -0.8% | +2.9% | +2.5% |
| 30D | +1.3% | -1.1% | +2.3% | +1.8% |
| 3M | +8.9% | +3.9% | +5.0% | +7.0% |
| 6M | +10.2% | +13.6% | -3.4% | +3.7% |
| YTD | +7.7% | +12.7% | -5.0% | +1.7% |
| 1Y | +9.3% | +17.6% | -8.2% | +1.2% |
| 3Y | +49.9% | +77.3% | -27.4% | +14.0% |
| 5Y | +58.5% | +84.1% | -25.6% | +16.9% |
| All | +75.9% | +325.3% | -249.4% | -14.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling