+359.5%
UBS vs VOO
+807.8%
-448.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | +0.1% |
| 7D | -0.1% | -0.4% | +0.3% | +0.3% |
| 30D | +1.6% | -1.4% | +3.0% | +3.3% |
| 3M | +14.6% | +3.7% | +10.9% | +9.7% |
| 6M | +45.6% | +13.0% | +32.6% | +25.9% |
| YTD | +21.5% | +12.4% | +9.0% | +5.8% |
| 1Y | +40.6% | +18.6% | +22.0% | +14.6% |
| 3Y | +133.8% | +78.1% | +55.7% | +15.3% |
| 5Y | +280.9% | +82.3% | +198.6% | +81.5% |
| 10Y | +409.4% | +322.5% | +86.9% | -24.3% |
| All | +359.5% | +807.8% | -448.3% | -81.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling