+262.2%
UMC vs VOO
+77.4%
+184.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.3% |
| 7D | +9.0% | -0.8% | +9.8% | +10.0% |
| 30D | +17.2% | -1.1% | +18.3% | +18.7% |
| 3M | +11.4% | +3.9% | +7.5% | +7.2% |
| 6M | +137.5% | +13.6% | +123.9% | +109.9% |
| YTD | +193.1% | +12.7% | +180.4% | +160.3% |
| 1Y | +240.3% | +17.6% | +222.7% | +189.1% |
| 3Y | +262.2% | +77.3% | +184.9% | +84.6% |
| All | +262.2% | +77.4% | +184.8% | +84.6% |
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