+92.9%
UDOW vs VOO
+81.6%
+11.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.7% |
| 6M | +25.1% | +13.0% | +12.1% | -5.2% |
| YTD | +20.1% | +12.4% | +7.7% | -7.2% |
| 1Y | +35.5% | +18.6% | +16.9% | -7.3% |
| 3Y | +140.2% | +78.1% | +62.2% | -32.0% |
| 5Y | +92.9% | +82.3% | +10.6% | -42.0% |
| All | +92.9% | +81.6% | +11.3% | -42.0% |
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