+113.0%
ULS vs VOO
+52.5%
+60.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.1% |
| 7D | -1.7% | -0.4% | -1.3% | -1.4% |
| 30D | -6.4% | -1.4% | -5.1% | -5.6% |
| 3M | -25.9% | +3.7% | -29.6% | -27.9% |
| 6M | -11.3% | +13.0% | -24.4% | -18.4% |
| YTD | -7.1% | +12.4% | -19.5% | -14.1% |
| 1Y | +11.8% | +18.6% | -6.8% | 0.0% |
| All | +113.0% | +52.5% | +60.5% | +67.3% |
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