-91.8%
UP vs VOO
+80.1%
-171.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.3% |
| 7D | -10.8% | +0.1% | -10.9% | -10.9% |
| 30D | -23.9% | +0.1% | -24.0% | -23.9% |
| 3M | -44.2% | +2.0% | -46.3% | -46.1% |
| 6M | -63.2% | +13.0% | -76.2% | -70.7% |
| YTD | -66.8% | +13.6% | -80.4% | -73.7% |
| 1Y | -91.2% | +20.1% | -111.3% | -93.6% |
| All | -91.8% | +80.1% | -171.9% | -97.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling