+258.6%
UL vs VOO
+817.1%
-558.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | +0.5% | +0.1% | +0.4% | +0.4% |
| 3M | +17.6% | +2.0% | +15.6% | +16.0% |
| 6M | -5.4% | +13.0% | -18.4% | -11.9% |
| YTD | +0.7% | +13.6% | -12.9% | -6.7% |
| 1Y | -9.3% | +20.1% | -29.3% | -18.7% |
| 3Y | +24.5% | +77.6% | -53.0% | -13.7% |
| 5Y | +23.2% | +82.4% | -59.2% | -17.2% |
| 10Y | +64.5% | +316.8% | -252.4% | -41.1% |
| All | +258.6% | +817.1% | -558.4% | -32.3% |
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