+6.2%
UGE vs VOO
+19.5%
-13.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.3% |
| 7D | -2.9% | +0.5% | -3.4% | -2.8% |
| 30D | -2.9% | -0.9% | -2.0% | -3.0% |
| 3M | +1.8% | +3.9% | -2.1% | +2.6% |
| 6M | -5.3% | +14.5% | -19.8% | -6.0% |
| YTD | +13.5% | +13.0% | +0.6% | +12.0% |
| 1Y | +6.2% | +19.4% | -13.2% | +7.1% |
| All | +6.2% | +19.5% | -13.3% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling