-97.0%
UPLD vs VOO
+356.0%
-453.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.5% |
| 7D | -25.9% | +2.6% | -28.5% | -28.7% |
| 30D | +0.7% | -2.0% | +2.7% | +3.2% |
| 3M | -51.8% | -2.8% | -49.0% | -50.1% |
| 6M | -57.3% | +2.2% | -59.5% | -57.7% |
| YTD | -79.4% | +11.5% | -91.0% | -81.5% |
| 1Y | -84.3% | +13.5% | -97.8% | -86.1% |
| 3Y | -93.0% | +78.1% | -171.1% | -96.3% |
| 5Y | -98.8% | +73.1% | -171.9% | -99.3% |
| 10Y | -96.5% | +310.7% | -407.3% | -98.9% |
| All | -97.0% | +356.0% | -453.0% | -99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling