+60.6%
UGP vs VOO
+817.1%
-756.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.1% |
| 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% | +48.6% |
| 6M | +52.0% | +13.0% | +39.0% | +31.3% |
| YTD | +98.8% | +13.6% | +85.2% | +70.7% |
| 1Y | +106.5% | +20.1% | +86.4% | +66.1% |
| 3Y | +114.5% | +77.6% | +36.9% | +4.8% |
| 5Y | +195.4% | +82.4% | +112.9% | +36.0% |
| 10Y | -15.2% | +316.8% | -332.0% | -84.5% |
| All | +60.6% | +817.1% | -756.5% | -86.2% |
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 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