+112.1%
UIVM vs VOO
+243.1%
-131.0%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.6% |
| 7D | -0.4% | -0.8% | +0.4% | +0.2% |
| 30D | +2.1% | -1.1% | +3.1% | +2.9% |
| 3M | +8.4% | +3.9% | +4.5% | +5.3% |
| 6M | +16.1% | +13.6% | +2.5% | +5.8% |
| YTD | +24.4% | +12.7% | +11.7% | +14.0% |
| 1Y | +30.9% | +17.6% | +13.3% | +16.2% |
| 3Y | +104.6% | +77.3% | +27.3% | +32.2% |
| 5Y | +88.7% | +84.1% | +4.6% | +17.3% |
| All | +112.1% | +243.1% | -131.0% | -18.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling