-8.4%
UGL vs VOO
+14.7%
-23.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +4.4% |
| 7D | -0.9% | -0.7% | -0.2% | +0.6% |
| 30D | -4.7% | -1.1% | -3.6% | -2.6% |
| 3M | -3.6% | -0.3% | -3.2% | -2.4% |
| 6M | -23.6% | +7.4% | -31.0% | -30.6% |
| YTD | -22.2% | +13.4% | -35.6% | -34.7% |
| 1Y | -8.4% | +14.8% | -23.2% | -24.0% |
| All | -8.4% | +14.7% | -23.1% | -24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling