+47.4%
UUP vs VOO
+800.4%
-753.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.2% |
| 7D | +1.3% | +2.6% | -1.3% | +1.5% |
| 30D | +1.3% | -2.0% | +3.3% | +1.2% |
| 3M | +4.7% | -2.8% | +7.5% | +4.5% |
| 6M | +7.2% | +2.2% | +5.1% | +7.4% |
| YTD | +9.1% | +11.5% | -2.4% | +10.0% |
| 1Y | +8.7% | +13.5% | -4.8% | +9.7% |
| 3Y | +13.8% | +78.1% | -64.3% | +18.9% |
| 5Y | +34.2% | +73.1% | -39.0% | +40.8% |
| 10Y | +38.0% | +310.7% | -272.7% | +54.4% |
| All | +47.4% | +800.4% | -753.1% | +105.1% |
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 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