+1,302.2%
UI vs VOO
+317.9%
+984.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +2.3% | +13.3% | +12.8% |
| 7D | +27.0% | +0.1% | +26.9% | +27.6% |
| 30D | +4.3% | -3.3% | +7.6% | +9.5% |
| 3M | +21.3% | -2.4% | +23.7% | +25.9% |
| 6M | -18.3% | +2.6% | -20.9% | -20.1% |
| YTD | +24.4% | +11.3% | +13.1% | +11.1% |
| 1Y | +12.6% | +13.4% | -0.8% | -1.5% |
| 3Y | +567.5% | +80.3% | +487.2% | +254.4% |
| 5Y | +140.0% | +72.7% | +67.3% | +34.3% |
| 10Y | +1,302.2% | +310.0% | +992.2% | +201.0% |
| All | +1,302.2% | +317.9% | +984.3% | +201.0% |
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