+49.2%
UHS vs VOO
+325.3%
-276.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.4% |
| 7D | +3.1% | -0.8% | +3.8% | +3.8% |
| 30D | +1.5% | -1.1% | +2.6% | +2.5% |
| 3M | +19.8% | +3.9% | +16.0% | +15.1% |
| 6M | -5.9% | +13.6% | -19.5% | -17.6% |
| YTD | -19.5% | +12.7% | -32.2% | -29.1% |
| 1Y | -8.0% | +17.6% | -25.5% | -22.4% |
| 3Y | +35.6% | +77.3% | -41.7% | -26.5% |
| 5Y | +21.7% | +84.1% | -62.4% | -37.1% |
| All | +49.2% | +325.3% | -276.1% | -62.7% |
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 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