-58.8%
UPWK vs VOO
+195.0%
-253.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +2.7% |
| 7D | -0.8% | -0.8% | 0.0% | +0.1% |
| 30D | +3.8% | -1.1% | +4.9% | +5.1% |
| 3M | +3.1% | +3.9% | -0.8% | -1.4% |
| 6M | -29.7% | +13.6% | -43.4% | -39.6% |
| YTD | -56.0% | +12.7% | -68.7% | -61.6% |
| 1Y | -46.7% | +17.6% | -64.3% | -55.8% |
| 3Y | -38.9% | +77.3% | -116.2% | -67.9% |
| 5Y | -80.7% | +84.1% | -164.8% | -89.8% |
| All | -58.8% | +195.0% | -253.8% | -81.1% |
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