+171.2%
UCO vs VOO
+82.8%
+88.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.6% |
| 7D | +9.0% | -0.8% | +9.8% | +9.3% |
| 30D | +23.8% | -1.1% | +24.9% | +24.2% |
| 3M | +16.2% | +3.9% | +12.3% | +13.7% |
| 6M | +42.7% | +13.6% | +29.0% | +32.0% |
| YTD | +166.9% | +12.7% | +154.2% | +147.6% |
| 1Y | +128.9% | +17.6% | +111.3% | +106.6% |
| 3Y | +48.8% | +77.3% | -28.6% | +2.3% |
| All | +171.2% | +82.8% | +88.4% | +97.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling