-89.4%
UIS vs VOO
+817.1%
-906.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.7% |
| 7D | -2.6% | +0.1% | -2.7% | -2.8% |
| 30D | -10.6% | +0.1% | -10.6% | -10.5% |
| 3M | -39.4% | +2.0% | -41.4% | -41.3% |
| 6M | +8.7% | +13.0% | -4.3% | -8.7% |
| YTD | -5.1% | +13.6% | -18.7% | -20.4% |
| 1Y | -31.4% | +20.1% | -51.5% | -46.5% |
| 3Y | -34.0% | +77.6% | -111.6% | -69.6% |
| 5Y | -89.3% | +82.4% | -171.7% | -95.2% |
| 10Y | -74.4% | +316.8% | -391.3% | -96.7% |
| All | -89.4% | +817.1% | -906.5% | -99.6% |
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