+1,085.9%
UI vs VOO
+316.2%
+769.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.4% | -2.3% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | +2.0% | +0.1% | +2.0% | +1.9% |
| 3M | -0.1% | +2.0% | -2.1% | -2.4% |
| 6M | -27.2% | +13.0% | -40.2% | -36.7% |
| YTD | +5.2% | +13.6% | -8.4% | -9.1% |
| 1Y | +3.1% | +20.1% | -16.9% | -16.2% |
| 3Y | +236.8% | +77.6% | +159.3% | +80.2% |
| 5Y | +83.8% | +82.4% | +1.3% | -3.9% |
| All | +1,085.9% | +316.2% | +769.7% | +174.3% |
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