-41.6%
UPWK vs VOO
+14.7%
-56.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +2.4% |
| 7D | +14.8% | -0.7% | +15.5% | +15.6% |
| 30D | +23.6% | -1.1% | +24.6% | +24.7% |
| 3M | +6.7% | -0.3% | +7.1% | +7.0% |
| 6M | -1.8% | +7.4% | -9.2% | -11.0% |
| YTD | -47.9% | +13.4% | -61.2% | -55.8% |
| 1Y | -41.6% | +14.8% | -56.4% | -51.4% |
| All | -41.6% | +14.7% | -56.3% | -51.4% |
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