+468.0%
UUUU vs VOO
+325.3%
+142.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -6.3% |
| 7D | -10.5% | -0.8% | -9.7% | -9.5% |
| 30D | -10.5% | -1.1% | -9.4% | -8.8% |
| 3M | -14.1% | +3.9% | -18.0% | -18.4% |
| 6M | -35.5% | +13.6% | -49.1% | -45.5% |
| YTD | -10.9% | +12.7% | -23.6% | -23.5% |
| 1Y | +3.4% | +17.6% | -14.2% | -16.4% |
| 3Y | +73.1% | +77.3% | -4.2% | -25.4% |
| 5Y | +87.1% | +84.1% | +3.0% | -18.1% |
| All | +468.0% | +325.3% | +142.7% | +7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling