+1,320.0%
UI vs VOO
+306.9%
+1,013.1%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.5% |
| 7D | +25.8% | -0.6% | +26.3% | +27.4% |
| 30D | +4.4% | -3.6% | +8.0% | +10.0% |
| 3M | +20.4% | -2.7% | +23.2% | +25.6% |
| 6M | -18.3% | +2.2% | -20.6% | -19.7% |
| YTD | +24.5% | +10.9% | +13.6% | +11.6% |
| 1Y | +17.0% | +11.3% | +5.7% | +4.8% |
| 3Y | +553.6% | +76.9% | +476.7% | +254.5% |
| 5Y | +142.2% | +73.5% | +68.7% | +34.9% |
| 10Y | +1,320.0% | +307.7% | +1,012.3% | +211.9% |
| All | +1,320.0% | +306.9% | +1,013.1% | +211.9% |
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 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