-99.9%
UP vs VOO
+126.2%
-226.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.3% | -10.5% | -10.3% |
| 7D | -23.1% | -0.6% | -22.5% | -22.6% |
| 30D | -35.4% | -3.6% | -31.8% | -31.3% |
| 3M | -53.2% | -2.7% | -50.5% | -50.9% |
| 6M | -59.1% | +2.2% | -61.3% | -60.4% |
| YTD | -81.2% | +10.9% | -92.1% | -84.2% |
| 1Y | -90.4% | +11.3% | -101.7% | -91.9% |
| 3Y | -90.2% | +76.9% | -167.1% | -96.1% |
| 5Y | -99.8% | +73.5% | -173.3% | -99.9% |
| All | -99.9% | +126.2% | -226.1% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling