+16.6%
UHT vs VOO
+317.9%
-301.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -1.9% |
| 7D | +1.1% | +0.1% | +1.1% | +0.9% |
| 30D | +4.4% | -3.3% | +7.7% | +7.4% |
| 3M | -6.4% | -2.4% | -4.0% | -4.7% |
| 6M | +0.4% | +2.6% | -2.2% | -3.0% |
| YTD | +6.0% | +11.3% | -5.3% | -5.8% |
| 1Y | +8.9% | +13.4% | -4.6% | -5.3% |
| 3Y | +24.8% | +80.3% | -55.5% | -34.9% |
| 5Y | -8.4% | +72.7% | -81.1% | -51.0% |
| 10Y | +16.6% | +310.0% | -293.4% | -76.3% |
| All | +16.6% | +317.9% | -301.3% | -76.3% |
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