+17.0%
UI vs VOO
+12.0%
+5.0%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.7% |
| 7D | +25.8% | -0.6% | +26.3% | +27.7% |
| 30D | +4.4% | -3.6% | +8.0% | +12.2% |
| 3M | +20.4% | -2.7% | +23.2% | +27.4% |
| 6M | -18.3% | +2.2% | -20.6% | -21.3% |
| YTD | +24.5% | +10.9% | +13.6% | -0.5% |
| 1Y | +17.0% | +11.3% | +5.7% | -7.1% |
| All | +17.0% | +12.0% | +5.0% | -7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling