+38.1%
ULBI vs VOO
+802.4%
-764.2%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | -7.4% | -2.0% | -5.4% | -6.0% |
| 30D | -21.1% | -1.7% | -19.4% | -20.1% |
| 3M | -12.8% | +4.7% | -17.6% | -15.5% |
| 6M | -1.4% | +12.6% | -13.9% | -9.1% |
| YTD | -1.2% | +11.8% | -13.0% | -8.4% |
| 1Y | -15.7% | +17.5% | -33.2% | -24.4% |
| 3Y | -41.2% | +77.0% | -118.2% | -58.7% |
| 5Y | -29.6% | +82.6% | -112.2% | -52.0% |
| 10Y | +38.1% | +320.0% | -281.8% | -41.0% |
| All | +38.1% | +802.4% | -764.2% | -56.8% |
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