+64.8%
ULH vs VOO
+325.3%
-260.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.7% |
| 7D | -2.6% | -0.8% | -1.9% | -1.8% |
| 30D | -5.2% | -1.1% | -4.1% | -4.1% |
| 3M | +4.4% | +3.9% | +0.5% | +0.1% |
| 6M | +29.6% | +13.6% | +16.0% | +13.1% |
| YTD | +24.1% | +12.7% | +11.4% | +9.9% |
| 1Y | -24.6% | +17.6% | -42.2% | -36.0% |
| 3Y | -22.0% | +77.3% | -99.3% | -55.6% |
| 5Y | -2.6% | +84.1% | -86.7% | -47.2% |
| All | +64.8% | +325.3% | -260.5% | -64.6% |
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