+169.9%
UVSP vs VOO
+75.9%
+94.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.3% |
| 7D | +1.2% | -2.0% | +3.2% | +3.0% |
| 30D | -0.3% | -1.7% | +1.3% | +1.1% |
| 3M | +2.4% | +4.7% | -2.4% | -2.1% |
| 6M | +29.4% | +12.6% | +16.9% | +15.5% |
| YTD | +32.3% | +11.8% | +20.5% | +18.9% |
| 1Y | +40.6% | +17.5% | +23.1% | +20.4% |
| All | +169.9% | +75.9% | +94.0% | +50.3% |
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 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