+0.1%
UROY vs VOO
+82.8%
-82.7%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.1% | -4.6% |
| 7D | -1.9% | -0.8% | -1.1% | -0.8% |
| 30D | +6.5% | -1.1% | +7.6% | +8.4% |
| 3M | +47.1% | +3.9% | +43.2% | +37.8% |
| 6M | +14.3% | +13.6% | +0.7% | -5.9% |
| YTD | +23.0% | +12.7% | +10.3% | +3.5% |
| 1Y | +35.2% | +17.6% | +17.7% | +7.5% |
| 3Y | +70.1% | +77.3% | -7.2% | -29.6% |
| All | +0.1% | +82.8% | -82.7% | -57.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling