+32.1%
ULBI vs VOO
+325.3%
-293.2%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.6% |
| 7D | -8.6% | -0.8% | -7.9% | -8.1% |
| 30D | -22.4% | -1.1% | -21.4% | -21.7% |
| 3M | -13.8% | +3.9% | -17.7% | -16.3% |
| 6M | -4.8% | +13.6% | -18.4% | -13.8% |
| YTD | -2.1% | +12.7% | -14.8% | -10.8% |
| 1Y | -19.4% | +17.6% | -37.0% | -29.0% |
| 3Y | -45.5% | +77.3% | -122.8% | -63.6% |
| 5Y | -30.3% | +84.1% | -114.4% | -55.2% |
| All | +32.1% | +325.3% | -293.2% | -56.7% |
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