-99.1%
UPXI vs VOO
+91.5%
-190.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.6% |
| 7D | -7.1% | -2.0% | -5.1% | -5.9% |
| 30D | +23.9% | -1.7% | +25.6% | +25.3% |
| 3M | +15.6% | +4.7% | +10.8% | +13.2% |
| 6M | +5.6% | +12.6% | -6.9% | +0.6% |
| YTD | -40.8% | +11.8% | -52.6% | -43.1% |
| 1Y | -81.8% | +17.5% | -99.3% | -82.6% |
| 3Y | -97.1% | +77.0% | -174.1% | -97.6% |
| 5Y | -99.1% | +82.6% | -181.7% | -99.3% |
| All | -99.1% | +91.5% | -190.6% | -99.4% |
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