+85.6%
UDIV vs VOO
+72.8%
+12.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | -0.7% | -0.6% | -0.1% | -0.2% |
| 30D | -3.7% | -3.6% | -0.1% | -0.5% |
| 3M | -2.8% | -2.7% | -0.1% | -0.4% |
| 6M | +2.5% | +2.2% | +0.3% | +0.6% |
| YTD | +14.1% | +10.9% | +3.2% | +4.3% |
| 1Y | +14.7% | +11.3% | +3.4% | +4.5% |
| 3Y | +86.7% | +76.9% | +9.8% | +16.2% |
| 5Y | +85.6% | +73.5% | +12.1% | +12.4% |
| All | +85.6% | +72.8% | +12.8% | +12.4% |
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