+976.0%
UFPI vs VOO
+807.8%
+168.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.8% |
| 7D | -1.0% | -0.4% | -0.7% | -0.6% |
| 30D | -9.3% | -1.4% | -8.0% | -7.8% |
| 3M | -1.2% | +3.7% | -5.0% | -5.6% |
| 6M | -11.3% | +13.0% | -24.4% | -23.8% |
| YTD | -8.8% | +12.4% | -21.2% | -21.2% |
| 1Y | -17.0% | +18.6% | -35.6% | -33.1% |
| 3Y | -15.8% | +78.1% | -93.9% | -59.2% |
| 5Y | +21.8% | +82.3% | -60.5% | -42.7% |
| 10Y | +168.9% | +322.5% | -153.6% | -58.4% |
| All | +976.0% | +807.8% | +168.1% | -50.9% |
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