+7,901.6%
URI vs VOO
+817.1%
+7,084.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.2% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | -12.9% | +0.1% | -13.0% | -13.1% |
| 3M | -6.7% | +2.0% | -8.7% | -10.1% |
| 6M | +19.0% | +13.0% | +6.0% | -3.4% |
| YTD | +25.5% | +13.6% | +12.0% | +1.0% |
| 1Y | +5.5% | +20.1% | -14.5% | -22.8% |
| 3Y | +111.3% | +77.6% | +33.7% | -18.9% |
| 5Y | +198.6% | +82.4% | +116.1% | +10.3% |
| 10Y | +1,179.9% | +316.8% | +863.1% | +7.1% |
| All | +7,901.6% | +817.1% | +7,084.6% | +49.5% |
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