-3.3%
ULTY vs VOO
+53.6%
-56.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.5% |
| 7D | +1.9% | +2.6% | -0.7% | -1.5% |
| 30D | -10.1% | -2.0% | -8.1% | -7.7% |
| 3M | -11.4% | -2.8% | -8.7% | -8.1% |
| 6M | -11.6% | +2.2% | -13.7% | -13.8% |
| YTD | -3.1% | +11.5% | -14.6% | -15.7% |
| 1Y | -5.3% | +13.5% | -18.8% | -19.5% |
| All | -3.3% | +53.6% | -56.9% | -45.3% |
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