+215.4%
UTES vs VOO
+315.3%
-99.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | +1.8% | -0.4% | +2.2% | +2.1% |
| 30D | +0.5% | -1.4% | +1.9% | +1.4% |
| 3M | -2.3% | +3.7% | -6.0% | -4.6% |
| 6M | -7.2% | +13.0% | -20.3% | -14.3% |
| YTD | -2.9% | +12.4% | -15.3% | -10.0% |
| 1Y | -1.9% | +18.6% | -20.5% | -12.1% |
| 3Y | +80.0% | +78.1% | +1.9% | +25.7% |
| 5Y | +86.0% | +82.3% | +3.7% | +26.3% |
| 10Y | +215.4% | +322.5% | -107.2% | +39.9% |
| All | +215.4% | +315.3% | -99.9% | +39.9% |
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