+828.2%
UCTT vs VOO
+807.8%
+20.4%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | 0.0% |
| 7D | +13.5% | -0.4% | +13.9% | +14.1% |
| 30D | -8.8% | -1.4% | -7.5% | -6.5% |
| 3M | -18.4% | +3.7% | -22.1% | -21.9% |
| 6M | +41.8% | +13.0% | +28.7% | +18.7% |
| YTD | +196.1% | +12.4% | +183.7% | +152.2% |
| 1Y | +206.1% | +18.6% | +187.5% | +141.9% |
| 3Y | +148.8% | +78.1% | +70.8% | +7.0% |
| 5Y | +62.0% | +82.3% | -20.2% | -28.7% |
| 10Y | +993.3% | +322.5% | +670.8% | +35.8% |
| All | +828.2% | +807.8% | +20.4% | -69.9% |
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