+838.1%
UGE vs VOO
+817.1%
+21.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.1% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -2.4% | +0.1% | -2.4% | -2.5% |
| 3M | +5.0% | +2.0% | +3.0% | +1.3% |
| 6M | -7.7% | +13.0% | -20.8% | -22.6% |
| YTD | +14.9% | +13.6% | +1.3% | -4.7% |
| 1Y | +7.3% | +20.1% | -12.7% | -18.0% |
| 3Y | +26.1% | +77.6% | -51.4% | -46.6% |
| 5Y | -14.2% | +82.4% | -96.7% | -63.4% |
| 10Y | +105.5% | +316.8% | -211.4% | -67.1% |
| All | +838.1% | +817.1% | +21.0% | -42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling