-2.6%
UFI vs VOO
+77.4%
-80.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | -5.1% | -0.8% | -4.3% | -4.7% |
| 30D | -0.7% | -1.1% | +0.3% | -0.3% |
| 3M | +64.1% | +3.9% | +60.2% | +61.0% |
| 6M | +82.7% | +13.6% | +69.1% | +72.2% |
| YTD | +93.1% | +12.7% | +80.4% | +82.7% |
| 1Y | +51.6% | +17.6% | +34.0% | +40.4% |
| 3Y | -2.6% | +77.3% | -79.9% | -26.0% |
| All | -2.6% | +77.4% | -80.0% | -26.0% |
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