+167.8%
UMDD vs VOO
+325.3%
-157.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | -0.2% |
| 7D | -5.7% | -0.8% | -5.0% | -3.4% |
| 30D | -14.4% | -1.1% | -13.3% | -11.3% |
| 3M | -6.9% | +3.9% | -10.8% | -16.9% |
| 6M | +20.0% | +13.6% | +6.4% | -17.2% |
| YTD | +28.9% | +12.7% | +16.1% | -8.0% |
| 1Y | +22.8% | +17.6% | +5.2% | -22.0% |
| 3Y | +78.8% | +77.3% | +1.5% | -62.4% |
| 5Y | +11.3% | +84.1% | -72.8% | -73.5% |
| All | +167.8% | +325.3% | -157.5% | -90.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling