-91.6%
UPSX vs VOO
+28.1%
-119.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -2.8% |
| 7D | -23.0% | -2.0% | -21.1% | -13.0% |
| 30D | -31.9% | -1.7% | -30.3% | -23.2% |
| 3M | -38.9% | +4.7% | -43.7% | -50.1% |
| 6M | -40.2% | +12.6% | -52.7% | -65.3% |
| YTD | -78.7% | +11.8% | -90.4% | -86.3% |
| 1Y | -91.3% | +17.5% | -108.9% | -95.4% |
| All | -91.6% | +28.1% | -119.8% | -97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling