+177.7%
UGE vs VOO
+306.9%
-129.2%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.3% |
| 7D | +4.3% | -0.6% | +4.9% | +5.0% |
| 30D | +18.2% | -3.6% | +21.9% | +23.5% |
| 3M | +14.3% | -2.7% | +17.0% | +17.7% |
| 6M | +15.3% | +2.2% | +13.0% | +9.6% |
| YTD | +32.7% | +10.9% | +21.8% | +12.0% |
| 1Y | +38.1% | +11.3% | +26.8% | +15.5% |
| 3Y | +59.6% | +76.9% | -17.3% | -36.7% |
| 5Y | -17.0% | +73.5% | -90.5% | -64.6% |
| 10Y | +177.7% | +307.7% | -130.0% | -63.3% |
| All | +177.7% | +306.9% | -129.2% | -63.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling