+36.4%
UUP vs VOO
+321.7%
-285.3%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | +0.1% | -2.0% | +2.1% | 0.0% |
| 30D | -0.4% | -1.7% | +1.3% | -0.5% |
| 3M | -0.1% | +4.7% | -4.8% | +0.1% |
| 6M | +2.1% | +12.6% | -10.4% | +2.7% |
| YTD | +3.7% | +11.8% | -8.1% | +4.2% |
| 1Y | +5.6% | +17.5% | -11.9% | +6.4% |
| 3Y | +9.9% | +77.0% | -67.1% | +12.9% |
| 5Y | +30.7% | +82.6% | -51.8% | +35.3% |
| All | +36.4% | +321.7% | -285.3% | +34.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling