-71.9%
UPB vs VOO
+35.9%
-107.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.6% |
| 7D | -5.5% | +0.5% | -6.0% | -6.2% |
| 30D | -14.6% | -0.9% | -13.7% | -13.7% |
| 3M | -4.0% | +3.9% | -7.9% | -8.3% |
| 6M | -19.2% | +14.5% | -33.7% | -31.5% |
| YTD | -77.2% | +13.0% | -90.2% | -80.3% |
| 1Y | -67.0% | +19.4% | -86.4% | -73.3% |
| All | -71.9% | +35.9% | -107.7% | -77.0% |
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 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