-1.5%
ULTY vs VOO
+54.7%
-56.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | -0.5% |
| 7D | +1.3% | -0.9% | +2.2% | +2.4% |
| 30D | -11.6% | -2.3% | -9.3% | -8.8% |
| 3M | -8.4% | -1.2% | -7.2% | -6.9% |
| 6M | -9.9% | +3.3% | -13.2% | -13.5% |
| YTD | -1.2% | +12.3% | -13.5% | -14.9% |
| 1Y | -8.8% | +12.5% | -21.3% | -21.6% |
| All | -1.5% | +54.7% | -56.2% | -44.8% |
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