-3.4%
UPAR vs VOO
+71.3%
-74.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | +1.7% | +0.1% | +1.7% | +1.7% |
| 3M | -1.7% | +2.0% | -3.8% | -2.9% |
| 6M | -2.5% | +13.0% | -15.5% | -9.1% |
| YTD | +8.2% | +13.6% | -5.4% | +0.6% |
| 1Y | +17.2% | +20.1% | -2.9% | +5.6% |
| 3Y | +37.8% | +77.6% | -39.8% | -1.4% |
| All | -3.4% | +71.3% | -74.8% | -31.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling