-20.0%
UBT vs VOO
+812.0%
-832.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.3% |
| 7D | +1.0% | +0.5% | +0.5% | +1.3% |
| 30D | -1.1% | -0.9% | -0.2% | -1.6% |
| 3M | -4.6% | +3.9% | -8.5% | -2.9% |
| 6M | -11.6% | +14.5% | -26.2% | -5.7% |
| YTD | -8.5% | +13.0% | -21.5% | -3.1% |
| 1Y | -12.5% | +19.4% | -31.9% | -4.5% |
| 3Y | -20.4% | +78.9% | -99.3% | +8.2% |
| 5Y | -68.9% | +82.3% | -151.2% | -57.6% |
| 10Y | -63.1% | +314.2% | -377.3% | +11.2% |
| All | -20.0% | +812.0% | -832.0% | +562.4% |
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 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