+272.8%
UL vs VOO
+800.4%
-527.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.3% |
| 7D | +1.1% | +2.6% | -1.5% | -0.3% |
| 30D | +4.5% | -2.0% | +6.5% | +5.4% |
| 3M | +6.5% | -2.8% | +9.2% | +7.8% |
| 6M | +18.2% | +2.2% | +16.0% | +16.1% |
| YTD | +4.7% | +11.5% | -6.8% | -2.3% |
| 1Y | +0.8% | +13.5% | -12.7% | -6.9% |
| 3Y | +35.9% | +78.1% | -42.2% | -6.2% |
| 5Y | +33.4% | +73.1% | -39.7% | -7.6% |
| 10Y | +106.9% | +310.7% | -203.8% | -25.6% |
| All | +272.8% | +800.4% | -527.6% | -29.1% |
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 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