+29.6%
UYM vs VOO
+77.4%
-47.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.9% |
| 7D | -6.0% | -0.8% | -5.2% | -4.8% |
| 30D | -6.8% | -1.1% | -5.8% | -5.2% |
| 3M | -2.8% | +3.9% | -6.7% | -8.9% |
| 6M | +1.3% | +13.6% | -12.4% | -17.7% |
| YTD | +19.9% | +12.7% | +7.2% | -1.1% |
| 1Y | +14.5% | +17.6% | -3.1% | -11.9% |
| 3Y | +29.6% | +77.3% | -47.7% | -49.5% |
| All | +29.6% | +77.4% | -47.8% | -49.5% |
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