+88.0%
UUUU vs VOO
+81.3%
+6.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -5.2% |
| 7D | -5.0% | -2.0% | -3.0% | -1.5% |
| 30D | -7.8% | -1.7% | -6.1% | -4.7% |
| 3M | -0.4% | +4.7% | -5.2% | -7.1% |
| 6M | -32.9% | +12.6% | -45.4% | -43.7% |
| YTD | -6.3% | +11.8% | -18.0% | -20.0% |
| 1Y | +7.9% | +17.5% | -9.6% | -15.1% |
| 3Y | +85.2% | +77.0% | +8.2% | -30.8% |
| All | +88.0% | +81.3% | +6.7% | -23.5% |
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 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