-72.7%
UPB vs VOO
+36.6%
-109.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | -10.2% | +0.1% | -10.3% | -10.4% |
| 30D | -10.8% | +0.1% | -10.9% | -10.8% |
| 3M | -19.1% | +2.0% | -21.1% | -20.9% |
| 6M | -22.9% | +13.0% | -36.0% | -33.6% |
| YTD | -77.9% | +13.6% | -91.4% | -81.0% |
| 1Y | -69.5% | +20.1% | -89.5% | -75.5% |
| All | -72.7% | +36.6% | -109.3% | -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 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