+215.3%
UAN vs VOO
+650.5%
-435.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | +3.9% | -0.8% | +4.7% | +4.6% |
| 30D | +13.7% | -1.1% | +14.8% | +14.7% |
| 3M | +25.8% | +3.9% | +21.9% | +21.2% |
| 6M | +14.5% | +13.6% | +0.9% | +0.7% |
| YTD | +44.3% | +12.7% | +31.6% | +27.3% |
| 1Y | +78.2% | +17.6% | +60.6% | +50.5% |
| 3Y | +134.6% | +77.3% | +57.2% | +30.8% |
| 5Y | +399.3% | +84.1% | +315.1% | +163.6% |
| 10Y | +507.5% | +323.5% | +183.9% | +54.3% |
| All | +215.3% | +650.5% | -435.3% | -51.1% |
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