+16.1%
UVV vs VOO
+75.9%
-59.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -1.4% | -2.0% | +0.5% | -1.0% |
| 30D | -1.9% | -1.7% | -0.3% | -1.6% |
| 3M | -15.2% | +4.7% | -19.9% | -16.2% |
| 6M | -10.2% | +12.6% | -22.7% | -13.0% |
| YTD | -9.9% | +11.8% | -21.7% | -12.7% |
| 1Y | -13.1% | +17.5% | -30.6% | -17.3% |
| All | +16.1% | +75.9% | -59.8% | -13.5% |
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 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