-99.8%
UP vs VOO
+128.0%
-227.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.1% |
| 7D | -12.1% | -2.0% | -10.2% | -8.9% |
| 30D | -27.1% | -1.7% | -25.4% | -24.7% |
| 3M | -43.5% | +4.7% | -48.2% | -47.8% |
| 6M | -61.4% | +12.6% | -73.9% | -68.3% |
| YTD | -70.2% | +11.8% | -82.0% | -75.2% |
| 1Y | -90.7% | +17.5% | -108.3% | -92.9% |
| 3Y | -92.6% | +77.0% | -169.6% | -97.1% |
| 5Y | -99.7% | +82.6% | -182.3% | -99.9% |
| All | -99.8% | +128.0% | -227.8% | -99.9% |
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