-68.0%
UPB vs VOO
+18.2%
-86.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -1.3% |
| 7D | -4.7% | -0.8% | -3.9% | -3.8% |
| 30D | -17.1% | -1.1% | -16.0% | -16.0% |
| 3M | -10.2% | +3.9% | -14.1% | -14.2% |
| 6M | -38.8% | +13.6% | -52.4% | -48.4% |
| YTD | -78.9% | +12.7% | -91.6% | -81.9% |
| 1Y | -68.0% | +17.6% | -85.6% | -75.1% |
| All | -68.0% | +18.2% | -86.2% | -75.1% |
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