+1,106.0%
UI vs VOO
+309.9%
+796.1%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.3% | +15.0% | +14.9% |
| 7D | +5.1% | -2.7% | +7.9% | +9.0% |
| 30D | -6.6% | -5.4% | -1.2% | +0.3% |
| 3M | +4.7% | -4.1% | +8.8% | +10.6% |
| 6M | -42.2% | +0.7% | -42.9% | -42.4% |
| YTD | +7.6% | +8.7% | -1.2% | -1.5% |
| 1Y | -21.5% | +11.0% | -32.5% | -29.7% |
| 3Y | +474.0% | +75.5% | +398.5% | +214.0% |
| 5Y | +101.8% | +68.4% | +33.4% | +16.1% |
| All | +1,106.0% | +309.9% | +796.1% | +168.7% |
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