-70.1%
UBT vs VOO
+80.3%
-150.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.8% |
| 7D | -2.9% | -2.0% | -0.9% | -2.6% |
| 30D | -2.8% | -1.7% | -1.2% | -2.6% |
| 3M | -8.0% | +4.7% | -12.8% | -8.6% |
| 6M | -14.4% | +12.6% | -26.9% | -15.6% |
| YTD | -11.6% | +11.8% | -23.4% | -12.8% |
| 1Y | -15.6% | +17.5% | -33.1% | -17.2% |
| 3Y | -23.1% | +77.0% | -100.0% | -28.6% |
| 5Y | -70.1% | +82.6% | -152.7% | -73.4% |
| All | -70.1% | +80.3% | -150.5% | -73.4% |
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