+156.9%
UJB vs VOO
+660.8%
-503.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -0.9% | +2.6% | -3.4% | -2.2% |
| 30D | +1.0% | -2.0% | +3.0% | +2.0% |
| 3M | -5.3% | -2.8% | -2.5% | -3.9% |
| 6M | -3.9% | +2.2% | -6.1% | -5.3% |
| YTD | -3.3% | +11.5% | -14.8% | -9.3% |
| 1Y | -1.0% | +13.5% | -14.5% | -8.0% |
| 3Y | +31.6% | +78.1% | -46.5% | -5.6% |
| 5Y | +8.6% | +73.1% | -64.5% | -21.5% |
| 10Y | +66.3% | +310.7% | -244.5% | -20.0% |
| All | +156.9% | +660.8% | -503.9% | -10.7% |
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