+335.6%
UGA vs VOO
+802.4%
-466.8%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.7% |
| 7D | +7.6% | -2.0% | +9.6% | +9.0% |
| 30D | +18.7% | -1.7% | +20.4% | +19.9% |
| 3M | +31.4% | +4.7% | +26.7% | +27.0% |
| 6M | +64.0% | +12.6% | +51.4% | +49.5% |
| YTD | +128.8% | +11.8% | +117.0% | +109.2% |
| 1Y | +117.1% | +17.5% | +99.6% | +91.5% |
| 3Y | +93.5% | +77.0% | +16.5% | +24.5% |
| 5Y | +284.3% | +82.6% | +201.7% | +135.7% |
| 10Y | +477.1% | +320.0% | +157.1% | +93.3% |
| All | +335.6% | +802.4% | -466.8% | -16.5% |
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