-86.0%
UNG vs VOO
+82.8%
-168.8%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | -3.7% | -0.8% | -2.9% | -3.5% |
| 30D | -0.3% | -1.1% | +0.8% | 0.0% |
| 3M | -8.9% | +3.9% | -12.8% | -10.0% |
| 6M | -21.0% | +13.6% | -34.7% | -24.3% |
| YTD | -17.0% | +12.7% | -29.8% | -20.5% |
| 1Y | -18.1% | +17.6% | -35.7% | -23.0% |
| 3Y | -62.1% | +77.3% | -139.4% | -71.4% |
| All | -86.0% | +82.8% | -168.8% | -89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling