-85.9%
UFG vs VOO
+33.2%
-119.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.3% | +0.8% | -14.1% | -13.6% |
| 7D | -6.3% | -0.8% | -5.5% | -6.0% |
| 30D | +2.8% | -1.1% | +3.9% | +3.2% |
| 3M | -32.7% | +3.9% | -36.6% | -33.8% |
| 6M | -47.2% | +13.6% | -60.8% | -49.9% |
| YTD | -16.9% | +12.7% | -29.6% | -21.1% |
| 1Y | -93.7% | +17.6% | -111.3% | -94.1% |
| All | -85.9% | +33.2% | -119.0% | -87.5% |
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