+28.4%
UGP vs VOO
+800.4%
-772.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.8% |
| 7D | +7.4% | +2.6% | +4.8% | +4.3% |
| 30D | -25.8% | -2.0% | -23.8% | -24.4% |
| 3M | -2.7% | -2.8% | +0.1% | -0.3% |
| 6M | +3.0% | +2.2% | +0.8% | -0.6% |
| YTD | +59.0% | +11.5% | +47.4% | +38.4% |
| 1Y | +46.5% | +13.5% | +33.0% | +25.0% |
| 3Y | +31.5% | +78.1% | -46.6% | -36.5% |
| 5Y | +168.3% | +73.1% | +95.1% | +31.2% |
| 10Y | -21.1% | +310.7% | -331.8% | -85.5% |
| All | +28.4% | +800.4% | -772.1% | -88.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling