+31.7%
UG vs VOO
+817.1%
-785.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | -1.0% | +0.1% | -1.0% | -1.0% |
| 3M | +5.9% | +2.0% | +3.9% | +5.1% |
| 6M | +14.0% | +13.0% | +1.0% | +9.5% |
| YTD | +24.7% | +13.6% | +11.1% | +19.6% |
| 1Y | -9.9% | +20.1% | -29.9% | -15.0% |
| 3Y | +7.8% | +77.6% | -69.8% | -10.7% |
| 5Y | -38.9% | +82.4% | -121.3% | -50.3% |
| 10Y | -15.8% | +316.8% | -332.7% | -47.7% |
| All | +31.7% | +817.1% | -785.4% | -27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling