+20.3%
UFPI vs VOO
+81.3%
-61.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.6% |
| 7D | -3.6% | -2.0% | -1.6% | -1.6% |
| 30D | -13.2% | -1.7% | -11.6% | -11.7% |
| 3M | -1.9% | +4.7% | -6.6% | -6.5% |
| 6M | -12.1% | +12.6% | -24.7% | -22.4% |
| YTD | -10.8% | +11.8% | -22.6% | -20.7% |
| 1Y | -18.3% | +17.5% | -35.8% | -31.3% |
| 3Y | -17.7% | +77.0% | -94.7% | -55.9% |
| All | +20.3% | +81.3% | -61.0% | -36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling