-78.1%
UPXI vs VOO
+14.7%
-92.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | -4.1% |
| 7D | -9.2% | -0.7% | -8.5% | -6.1% |
| 30D | -33.4% | -1.1% | -32.3% | -29.7% |
| 3M | -8.0% | -0.3% | -7.7% | -5.5% |
| 6M | -43.7% | +7.4% | -51.0% | -58.5% |
| YTD | -54.4% | +13.4% | -67.8% | -70.7% |
| 1Y | -78.1% | +14.8% | -92.9% | -86.5% |
| All | -78.1% | +14.7% | -92.8% | -86.5% |
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