+23.1%
URAA vs VOO
+43.8%
-20.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -0.8% |
| 7D | +10.2% | -0.4% | +10.6% | +11.4% |
| 30D | +7.7% | -1.4% | +9.1% | +12.8% |
| 3M | +3.2% | +3.7% | -0.5% | -4.7% |
| 6M | -31.8% | +13.0% | -44.8% | -47.9% |
| YTD | -11.0% | +12.4% | -23.4% | -29.7% |
| 1Y | -10.4% | +18.6% | -29.0% | -36.0% |
| All | +23.1% | +43.8% | -20.6% | -38.4% |
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 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