+115.3%
UGE vs VOO
+315.3%
-200.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -1.9% |
| 7D | -5.7% | -0.4% | -5.3% | -5.3% |
| 30D | -4.7% | -1.4% | -3.3% | -2.9% |
| 3M | -3.0% | +3.7% | -6.7% | -8.5% |
| 6M | -8.0% | +13.0% | -21.1% | -23.4% |
| YTD | +10.7% | +12.4% | -1.8% | -7.6% |
| 1Y | +3.2% | +18.6% | -15.4% | -20.8% |
| 3Y | +23.2% | +78.1% | -54.9% | -51.1% |
| 5Y | -16.9% | +82.3% | -99.2% | -66.8% |
| 10Y | +115.3% | +322.5% | -207.3% | -71.6% |
| All | +115.3% | +315.3% | -200.0% | -71.6% |
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 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