+28.9%
UUUU vs VOO
+20.9%
+7.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.9% |
| 7D | -1.4% | +0.1% | -1.5% | -1.7% |
| 30D | +16.3% | +0.1% | +16.3% | +16.6% |
| 3M | -16.7% | +2.0% | -18.7% | -19.6% |
| 6M | -33.7% | +13.0% | -46.7% | -49.8% |
| YTD | -0.5% | +13.6% | -14.1% | -25.7% |
| 1Y | +28.9% | +20.1% | +8.8% | -9.3% |
| All | +28.9% | +20.9% | +7.9% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling