-44.7%
UBOT vs VOO
+223.4%
-268.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +0.6% |
| 7D | -3.6% | -0.8% | -2.8% | -1.4% |
| 30D | -13.8% | -1.1% | -12.7% | -10.8% |
| 3M | -13.3% | +3.9% | -17.1% | -20.6% |
| 6M | -12.3% | +13.6% | -26.0% | -35.9% |
| YTD | -14.0% | +12.7% | -26.7% | -35.2% |
| 1Y | -5.9% | +17.6% | -23.5% | -36.1% |
| 3Y | +27.3% | +77.3% | -50.0% | -70.0% |
| 5Y | -55.8% | +84.1% | -139.9% | -89.0% |
| All | -44.7% | +223.4% | -268.1% | -95.7% |
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 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