+3,539.8%
UI vs VOO
+722.3%
+2,817.5%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -36.6% |
| YTD | +5.2% | +13.6% | -8.4% | -8.9% |
| 1Y | +3.1% | +20.1% | -16.9% | -16.0% |
| 3Y | +236.8% | +77.6% | +159.3% | +80.3% |
| 5Y | +83.8% | +82.4% | +1.3% | -3.8% |
| 10Y | +1,075.2% | +316.8% | +758.3% | +147.0% |
| All | +3,539.8% | +722.3% | +2,817.5% | +306.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling