+3,128.8%
UI vs VOO
+684.8%
+2,444.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.4% | -4.0% | -3.1% |
| 7D | -15.2% | -4.7% | -10.5% | -9.9% |
| 30D | -17.9% | -5.9% | -12.0% | -11.4% |
| 3M | -9.5% | -4.5% | -5.0% | -3.9% |
| 6M | -49.2% | +1.9% | -51.0% | -50.0% |
| YTD | -6.7% | +8.4% | -15.1% | -14.2% |
| 1Y | -33.5% | +9.5% | -43.0% | -39.4% |
| 3Y | +398.1% | +75.3% | +322.8% | +173.2% |
| 5Y | +75.0% | +67.9% | +7.1% | +1.3% |
| 10Y | +936.0% | +314.4% | +621.6% | +120.8% |
| All | +3,128.8% | +684.8% | +2,444.0% | +282.8% |
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