+41.4%
UDEC vs VOO
+67.9%
-26.5%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | -1.8% | -2.7% | +1.0% | -0.7% |
| 30D | -2.4% | -5.4% | +3.0% | -0.3% |
| 3M | -0.7% | -4.1% | +3.4% | +0.9% |
| 6M | +2.3% | +0.7% | +1.6% | +2.0% |
| YTD | +6.2% | +8.7% | -2.5% | +2.8% |
| 1Y | +8.8% | +11.0% | -2.2% | +4.5% |
| 3Y | +41.3% | +75.5% | -34.2% | +14.8% |
| All | +41.4% | +67.9% | -26.5% | +16.1% |
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