+16.9%
UWM vs VOO
+82.3%
-65.4%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.4% |
| 7D | +2.8% | +0.5% | +2.2% | +1.5% |
| 30D | -5.0% | -0.9% | -4.0% | -2.9% |
| 3M | +6.2% | +3.9% | +2.3% | -2.4% |
| 6M | +33.3% | +14.5% | +18.7% | -0.5% |
| YTD | +36.2% | +13.0% | +23.3% | +5.5% |
| 1Y | +43.1% | +19.4% | +23.7% | -1.2% |
| 3Y | +101.0% | +78.9% | +22.1% | -39.2% |
| 5Y | +16.9% | +82.3% | -65.4% | -61.7% |
| All | +16.9% | +82.3% | -65.4% | -61.7% |
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 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