-80.8%
UK vs VOO
+18.2%
-98.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -1.3% |
| 7D | +1.2% | -0.8% | +2.0% | +2.3% |
| 30D | -13.9% | -1.1% | -12.9% | -12.7% |
| 3M | -12.4% | +3.9% | -16.3% | -18.0% |
| 6M | -61.5% | +13.6% | -75.1% | -68.5% |
| YTD | -67.6% | +12.7% | -80.3% | -73.3% |
| 1Y | -80.8% | +17.6% | -98.3% | -85.5% |
| All | -80.8% | +18.2% | -98.9% | -85.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling