+82.6%
VOO vs UL
+18.7%
+63.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | -2.0% | -4.1% | +2.1% | -1.2% |
| 30D | -1.7% | -1.2% | -0.5% | -1.5% |
| 3M | +4.7% | +6.0% | -1.2% | +3.3% |
| 6M | +12.6% | -5.5% | +18.0% | +13.6% |
| YTD | +11.8% | -3.3% | +15.1% | +12.0% |
| 1Y | +17.5% | -9.8% | +27.3% | +19.6% |
| 3Y | +77.0% | +20.1% | +56.8% | +64.7% |
| 5Y | +82.6% | +19.2% | +63.4% | +64.1% |
| All | +82.6% | +18.7% | +63.9% | +64.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling