+156.3%
UMAC vs VOO
+20.9%
+135.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -1.4% |
| 7D | -0.9% | +0.1% | -1.0% | -1.2% |
| 30D | -7.7% | +0.1% | -7.7% | -7.0% |
| 3M | -26.4% | +2.0% | -28.5% | -29.0% |
| 6M | +61.9% | +13.0% | +48.8% | +10.4% |
| YTD | +86.5% | +13.6% | +72.9% | +21.9% |
| 1Y | +156.3% | +20.1% | +136.2% | +28.7% |
| All | +156.3% | +20.9% | +135.4% | +28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling