+26.4%
UAE vs VOO
+404.2%
-377.8%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -1.9% | +0.1% | -1.9% | -1.9% |
| 3M | +6.9% | +2.0% | +4.9% | +5.8% |
| 6M | +1.6% | +13.0% | -11.4% | -4.5% |
| YTD | +5.4% | +13.6% | -8.2% | -1.2% |
| 1Y | +6.0% | +20.1% | -14.1% | -3.5% |
| 3Y | +45.8% | +77.6% | -31.8% | +8.3% |
| 5Y | +58.4% | +82.4% | -24.1% | +14.4% |
| 10Y | +73.2% | +316.8% | -243.6% | -27.6% |
| All | +26.4% | +404.2% | -377.8% | -56.7% |
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