-99.1%
UPLD vs VOO
+81.6%
-180.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.3% | -2.9% |
| 7D | -18.0% | -0.4% | -17.6% | -17.5% |
| 30D | -31.8% | -1.4% | -30.4% | -29.8% |
| 3M | -54.6% | +3.7% | -58.4% | -56.7% |
| 6M | -43.6% | +13.0% | -56.7% | -52.6% |
| YTD | -76.4% | +12.4% | -88.9% | -79.9% |
| 1Y | -86.2% | +18.6% | -104.8% | -89.2% |
| 3Y | -91.4% | +78.1% | -169.4% | -96.4% |
| 5Y | -99.1% | +82.3% | -181.4% | -99.6% |
| All | -99.1% | +81.6% | -180.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling