-75.5%
UEIC vs VOO
+807.8%
-883.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | +2.6% | -0.4% | +3.0% | +3.0% |
| 30D | -11.8% | -1.4% | -10.4% | -10.7% |
| 3M | +28.0% | +3.7% | +24.3% | +22.5% |
| 6M | +32.9% | +13.0% | +19.8% | +15.1% |
| YTD | +35.8% | +12.4% | +23.4% | +18.3% |
| 1Y | +2.8% | +18.6% | -15.8% | -15.6% |
| 3Y | -43.7% | +78.1% | -121.8% | -70.3% |
| 5Y | -90.3% | +82.3% | -172.6% | -95.0% |
| 10Y | -93.3% | +322.5% | -415.8% | -98.8% |
| All | -75.5% | +807.8% | -883.3% | -98.7% |
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