-99.6%
UPC vs VOO
+80.9%
-180.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.5% | -6.6% |
| 7D | -17.8% | +0.1% | -17.9% | -17.8% |
| 30D | -34.6% | +0.1% | -34.6% | -34.6% |
| 3M | +21.2% | +2.0% | +19.2% | +17.6% |
| 6M | +52.7% | +13.0% | +39.6% | +49.9% |
| YTD | +5.8% | +13.6% | -7.8% | +4.0% |
| 1Y | +8.0% | +20.1% | -12.0% | +8.5% |
| All | -99.6% | +80.9% | -180.4% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling