+238.9%
UCC vs VOO
+325.3%
-86.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +0.4% |
| 7D | -3.4% | -0.8% | -2.7% | -2.0% |
| 30D | -8.8% | -1.1% | -7.7% | -6.8% |
| 3M | -7.4% | +3.9% | -11.3% | -13.3% |
| 6M | -6.3% | +13.6% | -19.9% | -25.1% |
| YTD | -15.8% | +12.7% | -28.6% | -31.4% |
| 1Y | -16.4% | +17.6% | -34.0% | -36.6% |
| 3Y | +28.6% | +77.3% | -48.7% | -49.3% |
| 5Y | -15.2% | +84.1% | -99.4% | -65.7% |
| All | +238.9% | +325.3% | -86.4% | -49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling