-2.4%
UG vs VOO
+311.2%
-313.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +26.9% | +3.3% | +23.6% | +25.7% |
| 30D | +25.8% | -2.7% | +28.5% | +26.9% |
| 3M | +19.0% | -1.7% | +20.8% | +19.7% |
| 6M | +28.3% | +3.1% | +25.2% | +26.8% |
| YTD | +50.7% | +11.9% | +38.7% | +44.7% |
| 1Y | +51.2% | +12.1% | +39.1% | +45.1% |
| 3Y | +47.0% | +78.6% | -31.6% | +19.3% |
| 5Y | -19.0% | +73.8% | -92.8% | -34.1% |
| All | -2.4% | +311.2% | -313.6% | -51.7% |
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