+317.6%
VOO vs UL
+66.7%
+250.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -0.8% | -3.4% | +2.6% | +0.3% |
| 30D | -1.1% | +0.5% | -1.6% | -1.3% |
| 3M | +3.9% | +7.2% | -3.3% | +1.2% |
| 6M | +13.6% | -3.1% | +16.7% | +14.1% |
| YTD | +12.7% | -2.7% | +15.4% | +12.8% |
| 1Y | +17.6% | -10.2% | +27.8% | +20.6% |
| 3Y | +77.3% | +20.3% | +57.1% | +60.9% |
| 5Y | +84.1% | +19.9% | +64.2% | +64.4% |
| All | +317.6% | +66.7% | +250.9% | +252.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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