+259.7%
UGL vs VOO
+77.0%
+182.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.1% |
| 7D | +0.3% | -0.4% | +0.6% | +0.5% |
| 30D | -0.3% | -1.4% | +1.0% | +0.4% |
| 3M | +3.6% | +3.7% | -0.1% | +2.0% |
| 6M | -31.5% | +13.0% | -44.6% | -34.4% |
| YTD | -7.2% | +12.4% | -19.6% | -11.0% |
| 1Y | +25.7% | +18.6% | +7.1% | +19.2% |
| All | +259.7% | +77.0% | +182.7% | +223.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling