+9.8%
UE vs VOO
+325.3%
-315.5%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.5% |
| 7D | -2.0% | -0.8% | -1.2% | -1.2% |
| 30D | -5.7% | -1.1% | -4.6% | -4.7% |
| 3M | -12.7% | +3.9% | -16.6% | -16.4% |
| 6M | +1.3% | +13.6% | -12.3% | -11.8% |
| YTD | +9.3% | +12.7% | -3.5% | -4.4% |
| 1Y | +0.7% | +17.6% | -16.9% | -15.9% |
| 3Y | +40.8% | +77.3% | -36.5% | -25.0% |
| 5Y | +40.6% | +84.1% | -43.5% | -28.7% |
| All | +9.8% | +325.3% | -315.5% | -75.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling