+128.9%
UCO vs VOO
+18.2%
+110.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -0.1% |
| 7D | +9.0% | -0.8% | +9.8% | +7.9% |
| 30D | +23.8% | -1.1% | +24.9% | +22.3% |
| 3M | +16.2% | +3.9% | +12.3% | +22.9% |
| 6M | +42.7% | +13.6% | +29.0% | +71.1% |
| YTD | +166.9% | +12.7% | +154.2% | +218.5% |
| 1Y | +128.9% | +17.6% | +111.3% | +178.6% |
| All | +128.9% | +18.2% | +110.7% | +178.6% |
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