-61.1%
UPWK vs VOO
+194.3%
-255.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.4% |
| 7D | -8.7% | -0.4% | -8.4% | -8.3% |
| 30D | -16.2% | -1.4% | -14.8% | -14.8% |
| 3M | -6.6% | +3.7% | -10.3% | -10.5% |
| 6M | -38.2% | +13.0% | -51.2% | -46.5% |
| YTD | -58.4% | +12.4% | -70.9% | -63.7% |
| 1Y | -48.5% | +18.6% | -67.1% | -57.6% |
| 3Y | -42.4% | +78.1% | -120.5% | -69.9% |
| 5Y | -82.2% | +82.3% | -164.4% | -90.5% |
| All | -61.1% | +194.3% | -255.4% | -82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling