-96.6%
UPLD vs VOO
+321.7%
-418.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -3.9% |
| 7D | -19.5% | -2.0% | -17.6% | -17.2% |
| 30D | -33.7% | -1.7% | -32.0% | -31.9% |
| 3M | -54.5% | +4.7% | -59.3% | -56.8% |
| 6M | -38.3% | +12.6% | -50.8% | -46.0% |
| YTD | -77.6% | +11.8% | -89.3% | -80.0% |
| 1Y | -86.4% | +17.5% | -103.9% | -88.7% |
| 3Y | -91.8% | +77.0% | -168.8% | -95.9% |
| 5Y | -99.1% | +82.6% | -181.7% | -99.6% |
| All | -96.6% | +321.7% | -418.3% | -99.2% |
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 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