+3.1%
UBND vs VOO
+90.0%
-87.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | -1.1% | -0.8% | -0.3% | -1.0% |
| 30D | -1.1% | -1.1% | -0.1% | -1.1% |
| 3M | -1.7% | +3.9% | -5.6% | -2.0% |
| 6M | -1.5% | +13.6% | -15.1% | -2.4% |
| YTD | -1.1% | +12.7% | -13.8% | -2.0% |
| 1Y | -0.2% | +17.6% | -17.8% | -1.4% |
| 3Y | +15.3% | +77.3% | -62.0% | +10.0% |
| All | +3.1% | +90.0% | -87.0% | -3.0% |
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