+778.3%
UHAL vs VOO
+812.0%
-33.6%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.3% | -4.3% |
| 7D | -5.3% | +0.5% | -5.8% | -5.8% |
| 30D | -15.1% | -0.9% | -14.1% | -14.2% |
| 3M | +7.4% | +3.9% | +3.5% | +3.2% |
| 6M | +28.3% | +14.5% | +13.8% | +11.7% |
| YTD | +26.8% | +13.0% | +13.9% | +12.1% |
| 1Y | +10.5% | +19.4% | -9.0% | -7.7% |
| 3Y | +10.1% | +78.9% | -68.8% | -39.1% |
| 5Y | -2.4% | +82.3% | -84.7% | -47.2% |
| 10Y | +91.7% | +314.2% | -222.6% | -60.7% |
| All | +778.3% | +812.0% | -33.6% | -47.1% |
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