-15.3%
UGE vs VOO
+72.0%
-87.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | -0.1% | -0.2% |
| 7D | +0.6% | +0.1% | +0.5% | +0.4% |
| 30D | +18.4% | -3.3% | +21.7% | +22.2% |
| 3M | +13.7% | -2.4% | +16.1% | +16.0% |
| 6M | +15.4% | +2.6% | +12.8% | +10.4% |
| YTD | +32.9% | +11.3% | +21.6% | +15.1% |
| 1Y | +37.1% | +13.4% | +23.7% | +15.6% |
| 3Y | +61.8% | +80.3% | -18.5% | -34.3% |
| 5Y | -15.3% | +72.7% | -88.0% | -61.0% |
| All | -15.3% | +72.0% | -87.3% | -61.0% |
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