+112.2%
UIVM vs VOO
+243.8%
-131.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | +1.9% | +0.5% | +1.4% | +1.5% |
| 30D | +1.8% | -0.9% | +2.8% | +2.5% |
| 3M | +10.5% | +3.9% | +6.6% | +7.4% |
| 6M | +17.7% | +14.5% | +3.2% | +6.7% |
| YTD | +24.5% | +13.0% | +11.5% | +13.9% |
| 1Y | +32.5% | +19.4% | +13.1% | +16.3% |
| 3Y | +107.2% | +78.9% | +28.3% | +33.0% |
| 5Y | +89.0% | +82.3% | +6.7% | +18.4% |
| All | +112.2% | +243.8% | -131.6% | -18.3% |
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