+19.2%
UL vs VOO
+80.3%
-61.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | -4.1% | -2.0% | -2.1% | -3.5% |
| 30D | -1.2% | -1.7% | +0.5% | -0.7% |
| 3M | +6.0% | +4.7% | +1.2% | +4.5% |
| 6M | -5.5% | +12.6% | -18.0% | -8.9% |
| YTD | -3.3% | +11.8% | -15.1% | -6.7% |
| 1Y | -9.8% | +17.5% | -27.3% | -14.5% |
| 3Y | +20.1% | +77.0% | -56.8% | -4.6% |
| 5Y | +19.2% | +82.6% | -63.4% | -7.0% |
| All | +19.2% | +80.3% | -61.1% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling