+239.8%
UTES vs VOO
+314.4%
-74.6%
-35.4%
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% | +0.4% |
| 7D | +4.5% | -0.9% | +5.4% | +5.1% |
| 30D | +2.2% | -2.3% | +4.5% | +3.6% |
| 3M | +2.2% | -1.2% | +3.4% | +2.9% |
| 6M | -3.5% | +3.3% | -6.9% | -5.7% |
| YTD | +0.1% | +12.3% | -12.2% | -7.2% |
| 1Y | -3.7% | +12.5% | -16.2% | -10.9% |
| 3Y | +93.3% | +79.2% | +14.2% | +34.3% |
| 5Y | +94.5% | +75.7% | +18.8% | +34.8% |
| 10Y | +239.8% | +313.7% | -73.9% | +43.9% |
| All | +239.8% | +314.4% | -74.6% | +43.9% |
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