-65.6%
UPC vs VOO
+14.7%
-80.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -3.0% | -8.0% |
| 7D | -23.8% | -0.7% | -23.1% | -21.4% |
| 30D | -66.1% | -1.1% | -65.1% | -65.4% |
| 3M | -79.1% | -0.3% | -78.8% | -79.7% |
| 6M | -54.1% | +7.4% | -61.4% | -64.8% |
| YTD | -61.4% | +13.4% | -74.8% | -71.1% |
| 1Y | -65.6% | +14.8% | -80.4% | -74.2% |
| All | -65.6% | +14.7% | -80.3% | -74.2% |
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