-93.2%
UEIC vs VOO
+325.3%
-418.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +2.9% |
| 7D | +1.7% | -0.8% | +2.5% | +2.5% |
| 30D | -14.3% | -1.1% | -13.2% | -13.5% |
| 3M | +28.2% | +3.9% | +24.3% | +23.3% |
| 6M | +40.4% | +13.6% | +26.7% | +23.4% |
| YTD | +39.6% | +12.7% | +26.9% | +23.6% |
| 1Y | +5.0% | +17.6% | -12.6% | -10.7% |
| 3Y | -43.2% | +77.3% | -120.5% | -67.0% |
| 5Y | -89.9% | +84.1% | -174.1% | -94.4% |
| All | -93.2% | +325.3% | -418.4% | -98.5% |
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