+131.5%
UYG vs VOO
+77.4%
+54.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | -0.2% |
| 7D | -3.1% | -0.8% | -2.4% | -1.9% |
| 30D | -3.0% | -1.1% | -1.9% | -1.3% |
| 3M | +16.9% | +3.9% | +13.1% | +9.8% |
| 6M | +30.1% | +13.6% | +16.5% | +4.9% |
| YTD | +4.9% | +12.7% | -7.8% | -13.9% |
| 1Y | +7.0% | +17.6% | -10.6% | -18.3% |
| 3Y | +131.5% | +77.3% | +54.2% | -9.1% |
| All | +131.5% | +77.4% | +54.1% | -9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling