+72.8%
UFCS vs VOO
+315.3%
-242.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -1.8% | -0.4% | -1.4% | -1.5% |
| 30D | +0.7% | -1.4% | +2.1% | +1.9% |
| 3M | +16.3% | +3.7% | +12.6% | +12.1% |
| 6M | +46.6% | +13.0% | +33.6% | +30.6% |
| YTD | +48.9% | +12.4% | +36.4% | +32.9% |
| 1Y | +76.3% | +18.6% | +57.8% | +49.7% |
| 3Y | +206.0% | +78.1% | +128.0% | +77.2% |
| 5Y | +160.7% | +82.3% | +78.4% | +44.0% |
| 10Y | +72.8% | +322.5% | -249.7% | -61.4% |
| All | +72.8% | +315.3% | -242.5% | -61.4% |
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 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