-97.7%
UCO vs VOO
+810.0%
-907.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -2.4% |
| 7D | +9.0% | -0.8% | +9.8% | +10.0% |
| 30D | +23.8% | -1.1% | +24.9% | +25.1% |
| 3M | +16.2% | +3.9% | +12.3% | +8.8% |
| 6M | +42.7% | +13.6% | +29.0% | +15.2% |
| YTD | +166.9% | +12.7% | +154.2% | +116.6% |
| 1Y | +128.9% | +17.6% | +111.3% | +74.9% |
| 3Y | +48.8% | +77.3% | -28.6% | -39.3% |
| 5Y | +177.8% | +84.1% | +93.7% | +1.2% |
| 10Y | -58.1% | +323.5% | -381.6% | -95.5% |
| All | -97.7% | +810.0% | -907.8% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling