+108.5%
UI vs VOO
+67.9%
+40.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.3% | +15.0% | +14.9% |
| 7D | +5.1% | -2.7% | +7.9% | +9.5% |
| 30D | -6.6% | -5.4% | -1.2% | +1.1% |
| 3M | +4.7% | -4.1% | +8.8% | +11.3% |
| 6M | -42.2% | +0.7% | -42.9% | -42.4% |
| YTD | +7.6% | +8.7% | -1.2% | -2.8% |
| 1Y | -21.5% | +11.0% | -32.5% | -30.8% |
| 3Y | +474.0% | +75.5% | +398.5% | +198.5% |
| All | +108.5% | +67.9% | +40.6% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling