-99.8%
UPC vs VOO
+78.5%
-178.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | +8.6% | +2.6% | +6.1% | +6.6% |
| 30D | -63.6% | -2.0% | -61.6% | -63.1% |
| 3M | -74.3% | -2.8% | -71.5% | -73.7% |
| 6M | -43.4% | +2.2% | -45.6% | -44.4% |
| YTD | -60.4% | +11.5% | -71.9% | -60.7% |
| 1Y | -59.6% | +13.5% | -73.1% | -59.7% |
| 3Y | -99.8% | +78.1% | -177.8% | -99.8% |
| All | -99.8% | +78.5% | -178.2% | -99.8% |
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 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