-86.4%
UPLD vs VOO
+17.3%
-103.7%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -3.1% |
| 7D | -19.5% | -2.0% | -17.6% | -14.7% |
| 30D | -33.7% | -1.7% | -32.0% | -30.0% |
| 3M | -54.5% | +4.7% | -59.3% | -58.7% |
| 6M | -38.3% | +12.6% | -50.8% | -51.3% |
| YTD | -77.6% | +11.8% | -89.3% | -81.8% |
| 1Y | -86.4% | +17.5% | -103.9% | -90.1% |
| All | -86.4% | +17.3% | -103.7% | -90.1% |
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