+270.9%
UCC vs VOO
+309.6%
-38.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.2% |
| 7D | +3.7% | +2.6% | +1.1% | -1.2% |
| 30D | +14.6% | -2.0% | +16.6% | +19.4% |
| 3M | +0.4% | -2.8% | +3.1% | +6.4% |
| 6M | -2.2% | +2.2% | -4.3% | -4.9% |
| YTD | -6.7% | +11.5% | -18.2% | -22.2% |
| 1Y | -1.6% | +13.5% | -15.0% | -20.4% |
| 3Y | +65.8% | +78.1% | -12.3% | -35.7% |
| 5Y | -10.2% | +73.1% | -83.3% | -59.8% |
| All | +270.9% | +309.6% | -38.7% | -48.1% |
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