+106.5%
UGP vs VOO
+20.9%
+85.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.0% |
| 7D | +12.9% | +0.1% | +12.8% | +12.7% |
| 30D | +19.7% | +0.1% | +19.7% | +19.6% |
| 3M | +52.7% | +2.0% | +50.7% | +50.2% |
| 6M | +52.0% | +13.0% | +39.0% | +36.2% |
| YTD | +98.8% | +13.6% | +85.2% | +76.7% |
| 1Y | +106.5% | +20.1% | +86.4% | +96.2% |
| All | +106.5% | +20.9% | +85.6% | +96.2% |
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