-59.7%
UPBD vs VOO
+80.3%
-140.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.3% |
| 7D | -2.5% | -2.0% | -0.5% | 0.0% |
| 30D | -4.7% | -1.7% | -3.1% | -2.6% |
| 3M | +2.8% | +4.7% | -1.9% | -3.1% |
| 6M | -1.3% | +12.6% | -13.9% | -15.2% |
| YTD | +8.2% | +11.8% | -3.6% | -6.0% |
| 1Y | -21.6% | +17.5% | -39.1% | -35.9% |
| 3Y | -27.8% | +77.0% | -104.8% | -65.0% |
| 5Y | -59.7% | +82.6% | -142.3% | -82.1% |
| All | -59.7% | +80.3% | -140.0% | -82.1% |
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 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