-89.8%
UIS vs VOO
+82.8%
-172.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.9% |
| 7D | -7.6% | -0.8% | -6.9% | -6.5% |
| 30D | -14.5% | -1.1% | -13.4% | -12.9% |
| 3M | -36.3% | +3.9% | -40.2% | -40.2% |
| 6M | +2.1% | +13.6% | -11.5% | -15.4% |
| YTD | -12.3% | +12.7% | -25.0% | -26.1% |
| 1Y | -40.7% | +17.6% | -58.3% | -52.6% |
| 3Y | -37.0% | +77.3% | -114.3% | -70.6% |
| All | -89.8% | +82.8% | -172.6% | -95.5% |
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