+679.4%
UDOW vs VOO
+321.7%
+357.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -0.3% |
| 7D | -9.0% | -2.0% | -7.0% | -3.8% |
| 30D | -9.7% | -1.7% | -8.0% | -5.3% |
| 3M | +10.6% | +4.7% | +5.8% | -2.1% |
| 6M | +22.9% | +12.6% | +10.3% | -9.5% |
| YTD | +17.8% | +11.8% | +6.0% | -11.0% |
| 1Y | +34.8% | +17.5% | +17.2% | -10.8% |
| 3Y | +135.6% | +77.0% | +58.6% | -45.7% |
| 5Y | +93.6% | +82.6% | +11.0% | -54.3% |
| All | +679.4% | +321.7% | +357.7% | -69.8% |
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