+148.0%
UCO vs VOO
+14.7%
+133.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | +1.6% | -14.8% | -10.3% |
| 7D | -20.5% | -0.7% | -19.8% | -21.2% |
| 30D | -2.1% | -1.1% | -1.0% | -3.4% |
| 3M | +48.8% | -0.3% | +49.1% | +49.5% |
| 6M | +5.0% | +7.4% | -2.3% | +21.5% |
| YTD | +174.3% | +13.4% | +161.0% | +256.6% |
| 1Y | +148.0% | +14.8% | +133.2% | +222.2% |
| All | +148.0% | +14.7% | +133.3% | +222.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling