+161.7%
UFCS vs VOO
+82.3%
+79.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.8% |
| 3M | +22.0% | +3.9% | +18.1% | +19.0% |
| 6M | +46.7% | +14.5% | +32.1% | +34.8% |
| YTD | +52.5% | +13.0% | +39.5% | +41.1% |
| 1Y | +79.8% | +19.4% | +60.4% | +60.5% |
| 3Y | +213.5% | +78.9% | +134.6% | +122.4% |
| 5Y | +161.7% | +82.3% | +79.4% | +83.1% |
| All | +161.7% | +82.3% | +79.4% | +83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling