-72.9%
UPB vs VOO
+35.2%
-108.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.3% | -3.2% |
| 7D | -8.0% | -0.4% | -7.7% | -7.7% |
| 30D | -19.9% | -1.4% | -18.5% | -18.6% |
| 3M | -10.9% | +3.7% | -14.6% | -14.7% |
| 6M | -26.1% | +13.0% | -39.1% | -36.3% |
| YTD | -78.0% | +12.4% | -90.5% | -80.9% |
| 1Y | -67.3% | +18.6% | -85.9% | -73.4% |
| All | -72.9% | +35.2% | -108.1% | -77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling