+416.3%
UXI vs VOO
+321.7%
+94.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.4% |
| 7D | -4.7% | -2.0% | -2.7% | -0.8% |
| 30D | -16.3% | -1.7% | -14.6% | -13.4% |
| 3M | -1.0% | +4.7% | -5.8% | -9.4% |
| 6M | -3.1% | +12.6% | -15.6% | -22.4% |
| YTD | +14.3% | +11.8% | +2.5% | -7.1% |
| 1Y | +19.2% | +17.5% | +1.7% | -12.0% |
| 3Y | +114.8% | +77.0% | +37.8% | -27.0% |
| 5Y | +63.8% | +82.6% | -18.7% | -44.5% |
| All | +416.3% | +321.7% | +94.6% | -56.9% |
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