+88.5%
UGA vs VOO
+75.9%
+12.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.3% |
| 7D | +7.6% | -2.0% | +9.6% | +7.6% |
| 30D | +18.7% | -1.7% | +20.4% | +18.7% |
| 3M | +31.4% | +4.7% | +26.7% | +31.3% |
| 6M | +64.0% | +12.6% | +51.4% | +63.3% |
| YTD | +128.8% | +11.8% | +117.0% | +128.0% |
| 1Y | +117.1% | +17.5% | +99.6% | +113.6% |
| All | +88.5% | +75.9% | +12.6% | +80.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling