+48.0%
UROY vs VOO
+96.5%
-48.5%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | +0.3% |
| 7D | +11.9% | -0.4% | +12.2% | +12.5% |
| 30D | +16.2% | -1.4% | +17.6% | +18.9% |
| 3M | +58.4% | +3.7% | +54.7% | +49.1% |
| 6M | +30.1% | +13.0% | +17.0% | +7.9% |
| YTD | +35.6% | +12.4% | +23.2% | +14.4% |
| 1Y | +49.5% | +18.6% | +30.9% | +17.2% |
| 3Y | +92.8% | +78.1% | +14.7% | -21.1% |
| 5Y | +51.4% | +82.3% | -30.8% | -36.0% |
| All | +48.0% | +96.5% | -48.5% | -45.5% |
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