-100.0%
UPC vs VOO
+110.5%
-210.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.5% |
| 7D | -1.6% | +0.5% | -2.2% | -2.0% |
| 30D | -24.5% | -0.9% | -23.5% | -24.1% |
| 3M | +15.9% | +3.9% | +12.0% | +14.1% |
| 6M | +54.4% | +14.5% | +39.9% | +49.7% |
| YTD | +10.2% | +13.0% | -2.7% | +7.2% |
| 1Y | +11.1% | +19.4% | -8.3% | +7.8% |
| 3Y | -99.5% | +78.9% | -178.4% | -99.6% |
| 5Y | -100.0% | +82.3% | -182.2% | -100.0% |
| All | -100.0% | +110.5% | -210.5% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling