+138.3%
UDOW vs VOO
+77.0%
+61.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.2% |
| 7D | -3.9% | -0.4% | -3.6% | -3.0% |
| 30D | -8.8% | -1.4% | -7.5% | -5.6% |
| 3M | +6.6% | +3.7% | +2.9% | -1.8% |
| 6M | +25.1% | +13.0% | +12.1% | -5.5% |
| YTD | +20.1% | +12.4% | +7.7% | -7.4% |
| 1Y | +35.5% | +18.6% | +16.9% | -7.6% |
| All | +138.3% | +77.0% | +61.3% | -29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling