-4.3%
UG vs VOO
+309.6%
-314.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.8% |
| 7D | +26.1% | +2.6% | +23.5% | +25.2% |
| 30D | +21.4% | -2.0% | +23.4% | +22.2% |
| 3M | +18.0% | -2.8% | +20.8% | +19.0% |
| 6M | +25.6% | +2.2% | +23.5% | +24.5% |
| YTD | +47.7% | +11.5% | +36.2% | +42.0% |
| 1Y | +47.5% | +13.5% | +34.0% | +41.0% |
| 3Y | +39.0% | +78.1% | -39.1% | +12.9% |
| 5Y | -20.6% | +73.1% | -93.8% | -35.3% |
| All | -4.3% | +309.6% | -314.0% | -52.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling