-78.4%
UWMC vs VOO
+192.9%
-271.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -1.0% |
| 7D | -5.5% | -0.4% | -5.2% | -5.2% |
| 30D | -2.8% | -1.4% | -1.5% | -1.4% |
| 3M | -42.2% | +3.7% | -45.9% | -43.9% |
| 6M | -62.1% | +13.0% | -75.2% | -65.9% |
| YTD | -66.4% | +12.4% | -78.8% | -69.6% |
| 1Y | -76.1% | +18.6% | -94.7% | -79.3% |
| 3Y | -67.0% | +78.1% | -145.0% | -79.5% |
| 5Y | -71.3% | +82.3% | -153.6% | -83.2% |
| All | -78.4% | +192.9% | -271.3% | -87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling