+242.0%
UTES vs VOO
+309.6%
-67.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +4.2% | +2.6% | +1.7% | +2.6% |
| 30D | +3.6% | -2.0% | +5.5% | +4.8% |
| 3M | +1.3% | -2.8% | +4.1% | +3.0% |
| 6M | -0.3% | +2.2% | -2.5% | -1.9% |
| YTD | +0.2% | +11.5% | -11.3% | -6.7% |
| 1Y | -1.5% | +13.5% | -15.0% | -9.4% |
| 3Y | +95.3% | +78.1% | +17.2% | +36.2% |
| 5Y | +94.2% | +73.1% | +21.1% | +35.9% |
| All | +242.0% | +309.6% | -67.6% | +44.9% |
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