+4,346.5%
UDOW vs VOO
+817.1%
+3,529.4%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -0.6% |
| 7D | -0.8% | +0.1% | -0.9% | -1.0% |
| 30D | -5.5% | +0.1% | -5.6% | -5.6% |
| 3M | +8.1% | +2.0% | +6.0% | +2.8% |
| 6M | +24.3% | +13.0% | +11.3% | -9.5% |
| YTD | +27.2% | +13.6% | +13.7% | -8.0% |
| 1Y | +44.3% | +20.1% | +24.2% | -9.9% |
| 3Y | +148.4% | +77.6% | +70.8% | -42.9% |
| 5Y | +96.1% | +82.4% | +13.7% | -53.2% |
| 10Y | +717.8% | +316.8% | +400.9% | -66.4% |
| All | +4,346.5% | +817.1% | +3,529.4% | -68.8% |
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 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