+62.1%
UDEC vs VOO
+170.9%
-108.9%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +0.8% | +0.1% | +0.8% | +0.8% |
| 3M | +2.4% | +2.0% | +0.3% | +1.6% |
| 6M | +7.4% | +13.0% | -5.7% | +2.7% |
| YTD | +7.8% | +13.6% | -5.8% | +2.9% |
| 1Y | +13.4% | +20.1% | -6.7% | +6.2% |
| 3Y | +39.4% | +77.6% | -38.2% | +13.9% |
| 5Y | +43.8% | +82.4% | -38.6% | +15.8% |
| All | +62.1% | +170.9% | -108.9% | +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 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