+157.6%
UUU vs VOO
+77.4%
+80.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.3% |
| 7D | +1.9% | -0.8% | +2.7% | +2.1% |
| 30D | +51.1% | -1.1% | +52.2% | +51.4% |
| 3M | -11.8% | +3.9% | -15.7% | -12.8% |
| 6M | -2.2% | +13.6% | -15.8% | -5.5% |
| YTD | +4.3% | +12.7% | -8.4% | +1.3% |
| 1Y | +16.4% | +17.6% | -1.2% | +13.1% |
| 3Y | +157.6% | +77.3% | +80.3% | +200.5% |
| All | +157.6% | +77.4% | +80.2% | +200.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling