+191.8%
UYM vs VOO
+325.3%
-133.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -1.2% |
| 7D | -6.0% | -0.8% | -5.2% | -4.6% |
| 30D | -6.8% | -1.1% | -5.8% | -4.9% |
| 3M | -2.8% | +3.9% | -6.7% | -10.0% |
| 6M | +1.3% | +13.6% | -12.4% | -20.8% |
| YTD | +19.9% | +12.7% | +7.2% | -4.6% |
| 1Y | +14.5% | +17.6% | -3.1% | -16.1% |
| 3Y | +29.6% | +77.3% | -47.7% | -56.9% |
| 5Y | +29.7% | +84.1% | -54.4% | -57.5% |
| All | +191.8% | +325.3% | -133.5% | -78.6% |
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