-56.6%
UBOT vs VOO
+82.8%
-139.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +0.7% |
| 7D | -3.6% | -0.8% | -2.8% | -1.5% |
| 30D | -13.8% | -1.1% | -12.7% | -10.9% |
| 3M | -13.3% | +3.9% | -17.1% | -20.2% |
| 6M | -12.3% | +13.6% | -26.0% | -34.7% |
| YTD | -14.0% | +12.7% | -26.7% | -34.1% |
| 1Y | -5.9% | +17.6% | -23.5% | -34.5% |
| 3Y | +27.3% | +77.3% | -50.0% | -66.3% |
| All | -56.6% | +82.8% | -139.4% | -87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling