-100.0%
UK vs VOO
+176.3%
-276.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.1% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | -4.5% | +0.1% | -4.6% | -4.5% |
| 3M | -35.6% | +2.0% | -37.6% | -36.1% |
| 6M | -60.7% | +13.0% | -73.8% | -62.5% |
| YTD | -68.0% | +13.6% | -81.6% | -69.5% |
| 1Y | -81.8% | +20.1% | -101.9% | -83.0% |
| 3Y | -94.6% | +77.6% | -172.1% | -95.6% |
| 5Y | -99.9% | +82.4% | -182.4% | -99.9% |
| All | -100.0% | +176.3% | -276.3% | -100.0% |
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