+60.1%
UFEB vs VOO
+160.3%
-100.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | +0.2% |
| 7D | -0.1% | -0.8% | +0.6% | +0.1% |
| 30D | +0.3% | -1.1% | +1.4% | +0.6% |
| 3M | +2.8% | +3.9% | -1.1% | +1.4% |
| 6M | +6.9% | +13.6% | -6.7% | +2.3% |
| YTD | +7.2% | +12.7% | -5.5% | +2.8% |
| 1Y | +11.0% | +17.6% | -6.6% | +4.9% |
| 3Y | +40.0% | +77.3% | -37.3% | +14.9% |
| 5Y | +42.8% | +84.1% | -41.3% | +14.9% |
| All | +60.1% | +160.3% | -100.1% | +13.2% |
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