-1.9%
UTES vs VOO
+18.9%
-20.8%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | +1.8% | -0.4% | +2.2% | +2.0% |
| 30D | +0.5% | -1.4% | +1.9% | +1.3% |
| 3M | -2.3% | +3.7% | -6.0% | -4.7% |
| 6M | -7.2% | +13.0% | -20.3% | -14.5% |
| YTD | -2.9% | +12.4% | -15.3% | -10.3% |
| 1Y | -1.9% | +18.6% | -20.5% | -14.8% |
| All | -1.9% | +18.9% | -20.8% | -14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling