+80.3%
VOO vs U
+90.5%
-10.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.5% | +2.4% |
| 7D | +0.1% | +32.3% | -32.2% | -2.7% |
| 30D | -3.3% | +9.7% | -13.0% | -4.4% |
| 3M | -2.4% | +19.6% | -22.0% | -4.4% |
| 6M | +2.6% | +82.6% | -80.0% | -3.9% |
| YTD | +11.3% | +16.4% | -5.2% | +7.7% |
| 1Y | +13.4% | +28.5% | -15.0% | +8.3% |
| 3Y | +80.3% | +103.8% | -23.5% | +56.9% |
| All | +80.3% | +90.5% | -10.2% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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