+3,972.4%
UDOW vs VOO
+800.4%
+3,171.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +1.3% |
| 7D | +6.2% | +2.6% | +3.6% | -0.8% |
| 30D | +2.5% | -2.0% | +4.5% | +8.9% |
| 3M | -10.9% | -2.8% | -8.2% | -3.1% |
| 6M | +10.3% | +2.2% | +8.1% | +5.4% |
| YTD | +16.5% | +11.5% | +5.0% | -10.8% |
| 1Y | +19.9% | +13.5% | +6.4% | -12.4% |
| 3Y | +144.2% | +78.1% | +66.1% | -44.2% |
| 5Y | +69.9% | +73.1% | -3.3% | -53.1% |
| 10Y | +609.1% | +310.7% | +298.4% | -69.7% |
| All | +3,972.4% | +800.4% | +3,171.9% | -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 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