+192.0%
UHT vs VOO
+817.1%
-625.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -3.7% | +0.1% | -3.7% | -3.8% |
| 3M | +3.2% | +2.0% | +1.1% | +0.6% |
| 6M | -3.0% | +13.0% | -16.0% | -14.3% |
| YTD | +8.2% | +13.6% | -5.4% | -5.1% |
| 1Y | +7.5% | +20.1% | -12.6% | -11.1% |
| 3Y | +8.6% | +77.6% | -69.0% | -40.7% |
| 5Y | -2.5% | +82.4% | -84.9% | -49.8% |
| 10Y | +8.4% | +316.8% | -308.4% | -75.3% |
| All | +192.0% | +817.1% | -625.1% | -68.6% |
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