+2,039.6%
UXI vs VOO
+817.1%
+1,222.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.6% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -12.4% | +0.1% | -12.4% | -12.5% |
| 3M | -2.9% | +2.0% | -4.9% | -6.4% |
| 6M | -4.7% | +13.0% | -17.7% | -24.5% |
| YTD | +20.8% | +13.6% | +7.3% | -5.0% |
| 1Y | +25.7% | +20.1% | +5.7% | -11.3% |
| 3Y | +114.0% | +77.6% | +36.4% | -28.4% |
| 5Y | +64.9% | +82.4% | -17.6% | -44.5% |
| 10Y | +426.1% | +316.8% | +109.2% | -59.2% |
| All | +2,039.6% | +817.1% | +1,222.5% | -68.2% |
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