+54.8%
UHS vs VOO
+72.6%
-17.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | -0.7% | +2.6% | -3.3% | -2.6% |
| 30D | +4.4% | -2.0% | +6.4% | +5.7% |
| 3M | +13.5% | -2.8% | +16.3% | +15.5% |
| 6M | +13.8% | +2.2% | +11.6% | +11.0% |
| YTD | -10.7% | +11.5% | -22.2% | -19.0% |
| 1Y | -14.3% | +13.5% | -27.8% | -23.4% |
| 3Y | +51.9% | +78.1% | -26.2% | -10.2% |
| All | +54.8% | +72.6% | -17.8% | -7.9% |
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 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