-62.9%
UWMC vs VOO
+13.4%
-76.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.6% |
| 7D | -8.2% | -0.8% | -7.4% | -7.0% |
| 30D | -10.6% | -1.1% | -9.5% | -8.8% |
| 3M | -40.9% | +3.9% | -44.8% | -43.1% |
| 6M | -62.9% | +13.6% | -76.5% | -69.6% |
| All | -62.9% | +13.4% | -76.3% | -69.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling