+37.6%
UVV vs VOO
+325.3%
-287.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.7% |
| 7D | -0.9% | -0.8% | -0.2% | -0.6% |
| 30D | -0.1% | -1.1% | +1.0% | +0.4% |
| 3M | -13.8% | +3.9% | -17.7% | -15.6% |
| 6M | -10.8% | +13.6% | -24.4% | -16.7% |
| YTD | -10.2% | +12.7% | -22.9% | -16.0% |
| 1Y | -14.3% | +17.6% | -31.9% | -21.8% |
| 3Y | +15.7% | +77.3% | -61.6% | -16.7% |
| 5Y | +25.1% | +84.1% | -59.1% | -13.3% |
| All | +37.6% | +325.3% | -287.7% | -48.7% |
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