-62.2%
UNG vs VOO
+78.5%
-140.7%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -3.0% |
| 7D | +8.6% | +2.6% | +6.0% | +8.5% |
| 30D | -9.5% | -2.0% | -7.6% | -9.6% |
| 3M | +1.8% | -2.8% | +4.6% | +1.7% |
| 6M | -7.6% | +2.2% | -9.7% | -7.5% |
| YTD | -17.2% | +11.5% | -28.7% | -17.1% |
| 1Y | -31.5% | +13.5% | -45.0% | -31.5% |
| 3Y | -62.2% | +78.1% | -140.3% | -64.4% |
| All | -62.2% | +78.5% | -140.7% | -64.4% |
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