+273.9%
URE vs VOO
+817.1%
-543.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -0.9% |
| 7D | -2.6% | +0.1% | -2.7% | -2.8% |
| 30D | -6.4% | +0.1% | -6.5% | -6.5% |
| 3M | -2.8% | +2.0% | -4.8% | -7.2% |
| 6M | -0.6% | +13.0% | -13.7% | -20.2% |
| YTD | +15.4% | +13.6% | +1.9% | -8.4% |
| 1Y | +9.3% | +20.1% | -10.8% | -21.5% |
| 3Y | +30.4% | +77.6% | -47.1% | -53.1% |
| 5Y | -30.0% | +82.4% | -112.5% | -75.0% |
| 10Y | +19.2% | +316.8% | -297.7% | -88.7% |
| All | +273.9% | +817.1% | -543.2% | -92.7% |
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