-45.6%
UONEK vs VOO
+802.4%
-847.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.8% |
| 7D | +2.6% | -2.0% | +4.5% | +4.3% |
| 30D | -14.2% | -1.7% | -12.5% | -12.9% |
| 3M | -5.4% | +4.7% | -10.1% | -9.1% |
| 6M | -42.4% | +12.6% | -55.0% | -48.3% |
| YTD | -48.7% | +11.8% | -60.5% | -53.6% |
| 1Y | -46.9% | +17.5% | -64.4% | -54.4% |
| 3Y | -91.6% | +77.0% | -168.6% | -95.1% |
| 5Y | -93.3% | +82.6% | -175.9% | -96.2% |
| 10Y | -86.2% | +320.0% | -406.2% | -96.7% |
| All | -45.6% | +802.4% | -847.9% | -95.9% |
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 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