+64.4%
UL vs VOO
+325.3%
-260.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.2% |
| 7D | -3.4% | -0.8% | -2.6% | -3.0% |
| 30D | +0.5% | -1.1% | +1.6% | +1.0% |
| 3M | +7.2% | +3.9% | +3.3% | +5.3% |
| 6M | -3.1% | +13.6% | -16.7% | -8.9% |
| YTD | -2.7% | +12.7% | -15.4% | -8.3% |
| 1Y | -10.2% | +17.6% | -27.8% | -17.2% |
| 3Y | +20.3% | +77.3% | -57.1% | -11.8% |
| 5Y | +19.9% | +84.1% | -64.2% | -14.8% |
| All | +64.4% | +325.3% | -260.9% | -31.1% |
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