+217.9%
UDIV vs VOO
+335.3%
-117.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | 0.0% |
| 7D | +0.3% | +0.1% | +0.1% | +0.2% |
| 30D | +0.1% | +0.1% | +0.1% | +0.1% |
| 3M | +1.6% | +2.0% | -0.4% | +0.1% |
| 6M | +15.2% | +13.0% | +2.2% | +4.5% |
| YTD | +17.5% | +13.6% | +3.9% | +6.2% |
| 1Y | +24.0% | +20.1% | +4.0% | +7.3% |
| 3Y | +87.5% | +77.6% | +9.9% | +20.2% |
| 5Y | +91.8% | +82.4% | +9.3% | +19.4% |
| 10Y | +208.3% | +316.8% | -108.6% | +7.0% |
| All | +217.9% | +335.3% | -117.4% | +6.9% |
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