-75.3%
UFI vs VOO
+325.3%
-400.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.3% |
| 7D | -5.1% | -0.8% | -4.3% | -4.3% |
| 30D | -0.7% | -1.1% | +0.3% | +0.1% |
| 3M | +64.1% | +3.9% | +60.2% | +58.1% |
| 6M | +82.7% | +13.6% | +69.1% | +61.6% |
| YTD | +93.1% | +12.7% | +80.4% | +72.0% |
| 1Y | +51.6% | +17.6% | +34.0% | +29.1% |
| 3Y | -2.6% | +77.3% | -79.9% | -46.5% |
| 5Y | -67.3% | +84.1% | -151.5% | -82.7% |
| All | -75.3% | +325.3% | -400.6% | -94.6% |
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