-1.3%
UTEN vs VOO
+95.7%
-97.0%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.3% |
| 7D | -0.3% | -0.4% | +0.1% | -0.3% |
| 30D | -0.7% | -1.4% | +0.7% | -0.6% |
| 3M | -1.3% | +3.7% | -5.0% | -1.5% |
| 6M | -3.5% | +13.0% | -16.6% | -4.2% |
| YTD | -2.2% | +12.4% | -14.6% | -2.9% |
| 1Y | -1.6% | +18.6% | -20.2% | -2.6% |
| 3Y | +8.0% | +78.1% | -70.1% | +2.5% |
| All | -1.3% | +95.7% | -97.0% | -8.1% |
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