+213.5%
UFCS vs VOO
+79.1%
+134.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | +1.9% | +0.5% | +1.4% | +1.6% |
| 30D | +1.3% | -0.9% | +2.2% | +1.9% |
| 3M | +22.0% | +3.9% | +18.1% | +18.8% |
| 6M | +46.7% | +14.5% | +32.1% | +33.5% |
| YTD | +52.5% | +13.0% | +39.5% | +39.9% |
| 1Y | +79.8% | +19.4% | +60.4% | +58.0% |
| 3Y | +213.5% | +78.9% | +134.6% | +111.7% |
| All | +213.5% | +79.1% | +134.4% | +111.7% |
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 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