+263.4%
UFOX vs VOO
+207.8%
+55.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.5% |
| 7D | +3.9% | +0.5% | +3.3% | +3.2% |
| 30D | -4.5% | -0.9% | -3.6% | -3.4% |
| 3M | -13.5% | +3.9% | -17.4% | -16.7% |
| 6M | +25.4% | +14.5% | +10.9% | +8.8% |
| YTD | +30.2% | +13.0% | +17.2% | +14.9% |
| 1Y | +40.3% | +19.4% | +20.8% | +16.8% |
| 3Y | +164.2% | +78.9% | +85.3% | +46.1% |
| 5Y | +129.2% | +82.3% | +46.9% | +25.2% |
| All | +263.4% | +207.8% | +55.6% | +17.7% |
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