+46.5%
UGP vs VOO
+12.1%
+34.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.6% |
| 7D | +7.4% | +2.6% | +4.8% | +6.0% |
| 30D | -25.8% | -2.0% | -23.8% | -25.1% |
| 3M | -2.7% | -2.8% | +0.1% | -1.3% |
| 6M | +3.0% | +2.2% | +0.8% | +0.5% |
| YTD | +59.0% | +11.5% | +47.4% | +42.4% |
| 1Y | +46.5% | +13.5% | +33.0% | +29.2% |
| All | +46.5% | +12.1% | +34.4% | +29.2% |
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