+165.6%
UFPI vs VOO
+325.3%
-159.7%
-45.7%
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% | -0.5% |
| 7D | -4.5% | -0.8% | -3.8% | -3.7% |
| 30D | -11.8% | -1.1% | -10.8% | -10.7% |
| 3M | -4.2% | +3.9% | -8.1% | -8.3% |
| 6M | -10.3% | +13.6% | -23.9% | -22.5% |
| YTD | -10.4% | +12.7% | -23.1% | -22.0% |
| 1Y | -20.1% | +17.6% | -37.6% | -33.9% |
| 3Y | -18.8% | +77.3% | -96.1% | -58.4% |
| 5Y | +22.1% | +84.1% | -62.0% | -39.9% |
| All | +165.6% | +325.3% | -159.7% | -56.5% |
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 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