+117.4%
UGA vs VOO
+18.2%
+99.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -1.0% |
| 7D | +4.1% | -0.8% | +4.9% | +3.4% |
| 30D | +16.8% | -1.1% | +17.9% | +15.8% |
| 3M | +30.8% | +3.9% | +26.9% | +35.5% |
| 6M | +55.3% | +13.6% | +41.7% | +78.0% |
| YTD | +124.7% | +12.7% | +112.0% | +156.7% |
| 1Y | +117.4% | +17.6% | +99.8% | +148.3% |
| All | +117.4% | +18.2% | +99.2% | +148.3% |
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