+348.9%
UGL vs VOO
+325.3%
+23.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +1.0% |
| 7D | -4.0% | -0.8% | -3.2% | -3.9% |
| 30D | -3.9% | -1.1% | -2.8% | -3.7% |
| 3M | +3.8% | +3.9% | 0.0% | +3.2% |
| 6M | -34.1% | +13.6% | -47.8% | -35.4% |
| YTD | -9.4% | +12.7% | -22.1% | -11.0% |
| 1Y | +22.3% | +17.6% | +4.7% | +19.4% |
| 3Y | +251.1% | +77.3% | +173.8% | +224.8% |
| 5Y | +248.0% | +84.1% | +163.9% | +217.6% |
| All | +348.9% | +325.3% | +23.6% | +342.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling