-41.1%
UPWK vs VOO
+75.9%
-117.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.8% |
| 7D | -8.5% | -2.0% | -6.5% | -6.2% |
| 30D | +0.6% | -1.7% | +2.3% | +2.7% |
| 3M | -1.9% | +4.7% | -6.6% | -7.4% |
| 6M | -32.1% | +12.6% | -44.6% | -41.9% |
| YTD | -57.6% | +11.8% | -69.3% | -63.2% |
| 1Y | -47.1% | +17.5% | -64.7% | -57.0% |
| All | -41.1% | +75.9% | -117.0% | -76.9% |
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