+40.3%
UUP vs VOO
+817.1%
-776.8%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.3% |
| 30D | 0.0% | +0.1% | -0.1% | 0.0% |
| 3M | +0.9% | +2.0% | -1.2% | +1.0% |
| 6M | +2.4% | +13.0% | -10.6% | +3.4% |
| YTD | +3.9% | +13.6% | -9.7% | +4.9% |
| 1Y | +5.4% | +20.1% | -14.6% | +6.8% |
| 3Y | +11.1% | +77.6% | -66.5% | +16.0% |
| 5Y | +31.7% | +82.4% | -50.7% | +38.6% |
| 10Y | +35.6% | +316.8% | -281.3% | +51.8% |
| All | +40.3% | +817.1% | -776.8% | +95.4% |
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