+676.6%
UMAC vs VOO
+57.4%
+619.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -1.7% |
| 7D | -4.0% | -2.0% | -2.0% | +1.2% |
| 30D | -9.4% | -1.7% | -7.7% | -4.8% |
| 3M | +3.0% | +4.7% | -1.8% | -5.7% |
| 6M | +27.2% | +12.6% | +14.6% | +2.3% |
| YTD | +84.7% | +11.8% | +72.9% | +50.9% |
| 1Y | +136.5% | +17.5% | +118.9% | +80.2% |
| All | +676.6% | +57.4% | +619.1% | +269.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling