-1.7%
UTEN vs VOO
+93.0%
-94.7%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.9% |
| 7D | -0.2% | -0.6% | +0.4% | -0.1% |
| 30D | +2.4% | -3.6% | +6.0% | +2.6% |
| 3M | -1.0% | -2.7% | +1.7% | -0.9% |
| 6M | -2.5% | +2.2% | -4.7% | -2.7% |
| YTD | -2.5% | +10.9% | -13.4% | -3.2% |
| 1Y | -2.3% | +11.3% | -13.6% | -3.0% |
| 3Y | +10.1% | +76.9% | -66.8% | +4.5% |
| All | -1.7% | +93.0% | -94.7% | -8.4% |
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