+33.4%
UUP vs VOO
+75.1%
-41.8%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.8% |
| 7D | +1.6% | -0.9% | +2.5% | +1.5% |
| 30D | +0.8% | -2.3% | +3.1% | +0.5% |
| 3M | +4.3% | -1.2% | +5.5% | +4.2% |
| 6M | +7.3% | +3.3% | +4.0% | +7.8% |
| YTD | +8.6% | +12.3% | -3.7% | +10.2% |
| 1Y | +7.9% | +12.5% | -4.6% | +9.5% |
| 3Y | +13.1% | +79.2% | -66.1% | +23.5% |
| 5Y | +33.4% | +75.7% | -42.3% | +49.1% |
| All | +33.4% | +75.1% | -41.8% | +49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling