+284.3%
UGA vs VOO
+80.3%
+203.9%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.5% |
| 7D | +7.6% | -2.0% | +9.6% | +8.0% |
| 30D | +18.7% | -1.7% | +20.4% | +19.1% |
| 3M | +31.4% | +4.7% | +26.7% | +29.9% |
| 6M | +64.0% | +12.6% | +51.4% | +58.7% |
| YTD | +128.8% | +11.8% | +117.0% | +121.8% |
| 1Y | +117.1% | +17.5% | +99.6% | +106.9% |
| 3Y | +93.5% | +77.0% | +16.5% | +58.3% |
| 5Y | +284.3% | +82.6% | +201.7% | +216.6% |
| All | +284.3% | +80.3% | +203.9% | +216.6% |
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