-16.1%
UG vs VOO
+72.0%
-88.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.9% | +2.3% | +29.5% | +31.3% |
| 7D | +22.1% | +0.1% | +22.0% | +22.0% |
| 30D | +26.4% | -3.3% | +29.7% | +27.3% |
| 3M | +21.4% | -2.4% | +23.8% | +21.9% |
| 6M | +33.7% | +2.6% | +31.1% | +32.8% |
| YTD | +54.5% | +11.3% | +43.2% | +50.7% |
| 1Y | +49.9% | +13.4% | +36.5% | +45.6% |
| 3Y | +48.6% | +80.3% | -31.7% | +32.1% |
| 5Y | -16.1% | +72.7% | -88.8% | -22.9% |
| All | -16.1% | +72.0% | -88.1% | -22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling