-81.4%
UPWK vs VOO
+82.8%
-164.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +2.4% |
| 7D | -0.8% | -0.8% | 0.0% | +0.5% |
| 30D | +3.8% | -1.1% | +4.9% | +5.6% |
| 3M | +3.1% | +3.9% | -0.8% | -3.2% |
| 6M | -29.7% | +13.6% | -43.4% | -43.3% |
| YTD | -56.0% | +12.7% | -68.7% | -63.8% |
| 1Y | -46.7% | +17.6% | -64.3% | -59.2% |
| 3Y | -38.9% | +77.3% | -116.2% | -77.6% |
| All | -81.4% | +82.8% | -164.3% | -93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling