-34.3%
UBRL vs VOO
+42.7%
-77.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.4% | -5.8% |
| 7D | -5.5% | +0.5% | -6.1% | -6.5% |
| 30D | -6.5% | -0.9% | -5.5% | -4.7% |
| 3M | +2.4% | +3.9% | -1.5% | -5.9% |
| 6M | -15.2% | +14.5% | -29.7% | -36.8% |
| YTD | -30.5% | +13.0% | -43.5% | -46.8% |
| 1Y | -50.8% | +19.4% | -70.3% | -66.3% |
| All | -34.3% | +42.7% | -77.0% | -70.9% |
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