-10.4%
UG vs VOO
+18.9%
-29.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | -2.7% | -1.4% | -1.4% | -2.4% |
| 3M | +5.6% | +3.7% | +1.9% | +4.5% |
| 6M | +14.6% | +13.0% | +1.6% | +11.0% |
| YTD | +23.6% | +12.4% | +11.2% | +20.6% |
| 1Y | -10.4% | +18.6% | -29.0% | -13.8% |
| All | -10.4% | +18.9% | -29.3% | -13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling