-99.9%
UP vs VOO
+127.5%
-227.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.4% | -7.3% | -7.1% |
| 7D | -20.1% | +2.6% | -22.6% | -23.6% |
| 30D | -29.1% | -2.0% | -27.1% | -26.7% |
| 3M | -56.0% | -2.8% | -53.2% | -53.7% |
| 6M | -57.7% | +2.2% | -59.9% | -59.0% |
| YTD | -82.7% | +11.5% | -94.2% | -85.6% |
| 1Y | -90.0% | +13.5% | -103.4% | -91.9% |
| 3Y | -90.6% | +78.1% | -168.7% | -96.3% |
| 5Y | -99.8% | +73.1% | -172.9% | -99.9% |
| All | -99.9% | +127.5% | -227.4% | -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