-85.6%
UFG vs VOO
+33.5%
-119.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.3% |
| 7D | +6.7% | +0.5% | +6.1% | +6.6% |
| 30D | +16.4% | -0.9% | +17.3% | +16.8% |
| 3M | -22.9% | +3.9% | -26.8% | -24.1% |
| 6M | -51.2% | +14.5% | -65.7% | -53.8% |
| YTD | -15.3% | +13.0% | -28.2% | -19.6% |
| 1Y | -90.9% | +19.4% | -110.4% | -91.5% |
| All | -85.6% | +33.5% | -119.1% | -87.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling