+113.1%
UGP vs VOO
+77.0%
+36.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +4.2% | -0.4% | +4.6% | +4.4% |
| 30D | +27.3% | -1.4% | +28.7% | +28.4% |
| 3M | +57.4% | +3.7% | +53.7% | +53.5% |
| 6M | +48.3% | +13.0% | +35.2% | +36.8% |
| YTD | +102.9% | +12.4% | +90.5% | +87.9% |
| 1Y | +105.1% | +18.6% | +86.5% | +84.2% |
| All | +113.1% | +77.0% | +36.1% | +50.4% |
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