+34.8%
UDOW vs VOO
+17.3%
+17.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -0.4% |
| 7D | -9.0% | -2.0% | -7.0% | -4.3% |
| 30D | -9.7% | -1.7% | -8.0% | -5.7% |
| 3M | +10.6% | +4.7% | +5.8% | -1.0% |
| 6M | +22.9% | +12.6% | +10.3% | -7.7% |
| YTD | +17.8% | +11.8% | +6.0% | -9.3% |
| 1Y | +34.8% | +17.5% | +17.2% | -6.3% |
| All | +34.8% | +17.3% | +17.5% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling