+45.0%
UAPR vs VOO
+199.4%
-154.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | 0.0% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | +0.3% | -1.4% | +1.7% | +0.8% |
| 3M | +2.5% | +3.7% | -1.2% | +1.2% |
| 6M | +8.1% | +13.0% | -5.0% | +3.5% |
| YTD | +9.0% | +12.4% | -3.4% | +4.5% |
| 1Y | +11.8% | +18.6% | -6.8% | +5.2% |
| 3Y | +36.4% | +78.1% | -41.7% | +11.7% |
| 5Y | +37.8% | +82.3% | -44.5% | +11.1% |
| All | +45.0% | +199.4% | -154.4% | -2.2% |
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