+61.5%
UDEC vs VOO
+168.2%
-106.8%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | -0.1% |
| 7D | -0.1% | -0.4% | +0.3% | 0.0% |
| 30D | +0.1% | -1.4% | +1.5% | +0.6% |
| 3M | +2.9% | +3.7% | -0.8% | +1.6% |
| 6M | +7.3% | +13.0% | -5.8% | +2.6% |
| YTD | +7.4% | +12.4% | -5.1% | +2.9% |
| 1Y | +12.7% | +18.6% | -5.9% | +6.0% |
| 3Y | +40.2% | +78.1% | -37.9% | +14.5% |
| 5Y | +43.4% | +82.3% | -38.9% | +15.5% |
| All | +61.5% | +168.2% | -106.8% | +12.5% |
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