-16.2%
UGE vs VOO
+81.4%
-97.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | -5.7% | -0.4% | -5.3% | -5.3% |
| 30D | -4.7% | -1.4% | -3.3% | -3.2% |
| 3M | -3.0% | +3.7% | -6.7% | -7.5% |
| 6M | -8.0% | +13.0% | -21.1% | -21.1% |
| YTD | +10.7% | +12.4% | -1.8% | -4.8% |
| 1Y | +3.2% | +18.6% | -15.4% | -17.5% |
| 3Y | +23.2% | +78.1% | -54.9% | -48.5% |
| All | -16.2% | +81.4% | -97.6% | -64.4% |
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