+19.7%
UITB vs VOO
+242.2%
-222.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | -0.2% | -0.4% | +0.1% | -0.2% |
| 30D | -0.4% | -1.4% | +1.0% | -0.3% |
| 3M | -0.7% | +3.7% | -4.4% | -0.8% |
| 6M | -1.7% | +13.0% | -14.8% | -2.1% |
| YTD | -0.6% | +12.4% | -13.1% | -1.0% |
| 1Y | +0.2% | +18.6% | -18.4% | -0.3% |
| 3Y | +13.9% | +78.1% | -64.1% | +11.9% |
| 5Y | 0.0% | +82.3% | -82.2% | -2.0% |
| All | +19.7% | +242.2% | -222.5% | +17.7% |
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