+251.5%
UGI vs VOO
+812.0%
-560.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.3% |
| 7D | -0.4% | +0.5% | -1.0% | -0.9% |
| 30D | +12.0% | -0.9% | +12.9% | +12.7% |
| 3M | +11.5% | +3.9% | +7.6% | +7.9% |
| 6M | +6.3% | +14.5% | -8.2% | -4.9% |
| YTD | +4.4% | +13.0% | -8.5% | -5.7% |
| 1Y | +16.3% | +19.4% | -3.1% | +0.4% |
| 3Y | +86.1% | +78.9% | +7.2% | +14.3% |
| 5Y | +3.9% | +82.3% | -78.3% | -37.6% |
| 10Y | +16.8% | +314.2% | -297.4% | -63.8% |
| All | +251.5% | +812.0% | -560.5% | -45.1% |
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 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