+42.4%
UE vs VOO
+79.1%
-36.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -2.0% | +0.5% | -2.5% | -2.3% |
| 30D | -3.1% | -0.9% | -2.2% | -2.6% |
| 3M | -7.9% | +3.9% | -11.8% | -10.3% |
| 6M | +4.3% | +14.5% | -10.2% | -5.3% |
| YTD | +11.3% | +13.0% | -1.6% | +1.9% |
| 1Y | +3.0% | +19.4% | -16.5% | -10.1% |
| 3Y | +42.4% | +78.9% | -36.5% | -21.4% |
| All | +42.4% | +79.1% | -36.7% | -21.4% |
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