-99.7%
UZX vs VOO
+66.5%
-166.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -0.5% | -15.9% | -16.4% |
| 7D | -20.5% | -0.4% | -20.1% | -20.5% |
| 30D | -56.5% | -1.4% | -55.1% | -56.5% |
| 3M | -78.3% | +3.7% | -82.1% | -78.3% |
| 6M | -93.8% | +13.0% | -106.9% | -93.7% |
| YTD | -94.7% | +12.4% | -107.1% | -94.6% |
| 1Y | -95.6% | +18.6% | -114.2% | -95.4% |
| All | -99.7% | +66.5% | -166.2% | -99.6% |
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 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