-69.3%
UUUG vs VOO
+10.2%
-79.5%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | +1.5% |
| 7D | +3.5% | -0.4% | +3.9% | +5.4% |
| 30D | -0.6% | -1.4% | +0.7% | +9.3% |
| 3M | -12.0% | +3.7% | -15.8% | -24.4% |
| 6M | -63.3% | +13.0% | -76.4% | -78.4% |
| All | -69.3% | +10.2% | -79.5% | -80.4% |
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