+1,262.9%
UYG vs VOO
+802.4%
+460.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.6% |
| 7D | -5.7% | -2.0% | -3.7% | -1.6% |
| 30D | -3.6% | -1.7% | -1.9% | -0.2% |
| 3M | +16.9% | +4.7% | +12.2% | +5.5% |
| 6M | +26.6% | +12.6% | +14.1% | -2.3% |
| YTD | +3.7% | +11.8% | -8.0% | -18.5% |
| 1Y | +9.1% | +17.5% | -8.4% | -23.1% |
| 3Y | +130.6% | +77.0% | +53.6% | -31.4% |
| 5Y | +76.6% | +82.6% | -6.0% | -48.4% |
| 10Y | +390.0% | +320.0% | +70.0% | -73.3% |
| All | +1,262.9% | +802.4% | +460.6% | -87.3% |
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