+1,769.2%
UMC vs VOO
+807.8%
+961.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.4% | +4.4% |
| 7D | +13.6% | -0.4% | +14.0% | +13.9% |
| 30D | +20.8% | -1.4% | +22.1% | +22.2% |
| 3M | +16.1% | +3.7% | +12.4% | +13.0% |
| 6M | +137.3% | +13.0% | +124.3% | +114.4% |
| YTD | +193.8% | +12.4% | +181.3% | +166.1% |
| 1Y | +236.1% | +18.6% | +217.5% | +190.0% |
| 3Y | +267.1% | +78.1% | +189.1% | +118.4% |
| 5Y | +145.3% | +82.3% | +63.0% | +45.5% |
| 10Y | +1,857.3% | +322.5% | +1,534.8% | +470.8% |
| All | +1,769.2% | +807.8% | +961.4% | +108.3% |
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