+79.9%
UMMA vs VOO
+77.4%
+2.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.2% |
| 7D | -1.9% | -0.8% | -1.1% | -1.1% |
| 30D | -1.8% | -1.1% | -0.7% | -0.7% |
| 3M | -3.7% | +3.9% | -7.6% | -7.2% |
| 6M | +15.1% | +13.6% | +1.5% | +2.1% |
| YTD | +25.2% | +12.7% | +12.5% | +12.1% |
| 1Y | +37.9% | +17.6% | +20.3% | +19.0% |
| 3Y | +79.9% | +77.3% | +2.6% | +2.4% |
| All | +79.9% | +77.4% | +2.5% | +2.4% |
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