-90.9%
UP vs VOO
+18.9%
-109.8%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.5% | -8.1% | -7.5% |
| 7D | -6.5% | -0.4% | -6.1% | -5.5% |
| 30D | -23.2% | -1.4% | -21.8% | -20.4% |
| 3M | -43.9% | +3.7% | -47.6% | -48.9% |
| 6M | -61.8% | +13.0% | -74.9% | -72.9% |
| YTD | -69.2% | +12.4% | -81.6% | -78.1% |
| 1Y | -90.9% | +18.6% | -109.5% | -95.5% |
| All | -90.9% | +18.9% | -109.8% | -95.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling