+45.9%
UPS vs VOO
+309.6%
-263.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.1% |
| 7D | +3.8% | +2.6% | +1.2% | +1.6% |
| 30D | +17.4% | -2.0% | +19.3% | +19.3% |
| 3M | +8.2% | -2.8% | +11.0% | +10.6% |
| 6M | +17.9% | +2.2% | +15.8% | +15.5% |
| YTD | +18.7% | +11.5% | +7.2% | +7.9% |
| 1Y | +24.8% | +13.5% | +11.3% | +11.7% |
| 3Y | -4.5% | +78.1% | -82.6% | -42.7% |
| 5Y | -33.2% | +73.1% | -106.4% | -59.0% |
| All | +45.9% | +309.6% | -263.7% | -59.5% |
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