+274.0%
UBSI vs VOO
+810.0%
-536.0%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.3% |
| 7D | -0.5% | -0.8% | +0.3% | +0.4% |
| 30D | -2.7% | -1.1% | -1.6% | -1.5% |
| 3M | +6.7% | +3.9% | +2.8% | +2.0% |
| 6M | +23.0% | +13.6% | +9.4% | +6.2% |
| YTD | +26.2% | +12.7% | +13.5% | +10.0% |
| 1Y | +29.8% | +17.6% | +12.2% | +7.7% |
| 3Y | +88.8% | +77.3% | +11.5% | -1.0% |
| 5Y | +72.5% | +84.1% | -11.6% | -14.8% |
| 10Y | +83.5% | +323.5% | -240.1% | -66.2% |
| All | +274.0% | +810.0% | -536.0% | -78.2% |
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