+7.0%
UGI vs VOO
+80.3%
-73.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.0% |
| 7D | +0.5% | -2.0% | +2.5% | +1.7% |
| 30D | +8.1% | -1.7% | +9.7% | +9.1% |
| 3M | +10.4% | +4.7% | +5.7% | +7.0% |
| 6M | +7.0% | +12.6% | -5.5% | -1.3% |
| YTD | +3.7% | +11.8% | -8.1% | -4.0% |
| 1Y | +15.3% | +17.5% | -2.2% | +3.1% |
| 3Y | +84.8% | +77.0% | +7.8% | +20.3% |
| 5Y | +7.0% | +82.6% | -75.5% | -33.4% |
| All | +7.0% | +80.3% | -73.3% | -33.4% |
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