+38.9%
UE vs VOO
+365.9%
-327.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.5% |
| 7D | +1.0% | +3.3% | -2.3% | -2.1% |
| 30D | +8.7% | -2.7% | +11.4% | +11.2% |
| 3M | -2.5% | -1.7% | -0.8% | -1.3% |
| 6M | -1.1% | +3.1% | -4.2% | -5.1% |
| YTD | +12.9% | +11.9% | +1.0% | -0.7% |
| 1Y | +14.6% | +12.1% | +2.5% | +0.5% |
| 3Y | +45.7% | +78.6% | -32.8% | -22.1% |
| 5Y | +38.7% | +73.8% | -35.1% | -23.9% |
| 10Y | +22.5% | +312.3% | -289.8% | -70.2% |
| All | +38.9% | +365.9% | -327.0% | -70.0% |
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 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