+965.3%
UCTT vs VOO
+325.3%
+640.0%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.2% | +2.5% |
| 7D | +2.2% | -0.8% | +3.0% | +3.7% |
| 30D | -18.3% | -1.1% | -17.3% | -16.5% |
| 3M | -29.4% | +3.9% | -33.3% | -32.9% |
| 6M | +28.9% | +13.6% | +15.3% | +6.4% |
| YTD | +192.3% | +12.7% | +179.6% | +146.8% |
| 1Y | +190.1% | +17.6% | +172.5% | +131.2% |
| 3Y | +148.7% | +77.3% | +71.4% | +6.3% |
| 5Y | +60.4% | +84.1% | -23.8% | -31.4% |
| All | +965.3% | +325.3% | +640.0% | +41.3% |
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