+18.4%
UHT vs VOO
+314.4%
-296.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.5% |
| 7D | -0.8% | -0.9% | +0.1% | -0.1% |
| 30D | +3.0% | -2.3% | +5.3% | +4.9% |
| 3M | -2.4% | -1.2% | -1.2% | -1.8% |
| 6M | +0.6% | +3.3% | -2.8% | -3.5% |
| YTD | +5.4% | +12.3% | -6.9% | -7.1% |
| 1Y | +6.5% | +12.5% | -6.0% | -6.5% |
| 3Y | +24.2% | +79.2% | -54.9% | -34.6% |
| 5Y | -9.3% | +75.7% | -85.0% | -52.4% |
| 10Y | +18.4% | +313.7% | -295.2% | -76.1% |
| All | +18.4% | +314.4% | -296.0% | -76.1% |
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 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