-34.3%
UBEW vs VOO
+14.2%
-48.4%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +1.9% | +2.6% | -0.7% | -0.6% |
| 30D | +0.3% | -2.0% | +2.3% | +2.1% |
| 3M | -10.7% | -2.8% | -7.9% | -8.3% |
| 6M | -10.4% | +2.2% | -12.6% | -13.0% |
| YTD | -20.6% | +11.5% | -32.1% | -31.3% |
| 1Y | -31.6% | +13.5% | -45.1% | -42.2% |
| All | -34.3% | +14.2% | -48.4% | -44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling