+185.1%
UHT vs VOO
+777.9%
-592.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | -0.1% |
| 7D | +2.2% | -2.7% | +5.0% | +4.7% |
| 30D | +4.9% | -5.4% | +10.2% | +10.0% |
| 3M | -5.2% | -4.1% | -1.2% | -2.0% |
| 6M | +0.8% | +0.7% | +0.1% | -1.0% |
| YTD | +5.7% | +8.7% | -3.1% | -3.9% |
| 1Y | +11.7% | +11.0% | +0.7% | -0.6% |
| 3Y | +20.1% | +75.5% | -55.3% | -34.2% |
| 5Y | -9.1% | +68.4% | -77.5% | -49.3% |
| 10Y | +18.4% | +315.7% | -297.3% | -73.0% |
| All | +185.1% | +777.9% | -592.8% | -68.2% |
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