+36.7%
UUP vs VOO
+309.6%
-273.0%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | +1.3% | +2.6% | -1.3% | +1.4% |
| 30D | +1.3% | -2.0% | +3.3% | +1.2% |
| 3M | +4.7% | -2.8% | +7.5% | +4.6% |
| 6M | +7.2% | +2.2% | +5.1% | +7.4% |
| YTD | +9.1% | +11.5% | -2.4% | +9.7% |
| 1Y | +8.7% | +13.5% | -4.8% | +9.3% |
| 3Y | +13.8% | +78.1% | -64.3% | +17.0% |
| 5Y | +34.2% | +73.1% | -39.0% | +39.1% |
| All | +36.7% | +309.6% | -273.0% | +35.4% |
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