+279.0%
UTES vs VOO
+361.6%
-82.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.0% |
| 7D | -2.0% | -2.7% | +0.7% | -0.4% |
| 30D | -1.7% | -5.4% | +3.7% | +1.5% |
| 3M | -0.7% | -4.1% | +3.4% | +1.7% |
| 6M | -9.7% | +0.7% | -10.5% | -10.3% |
| YTD | -3.8% | +8.7% | -12.6% | -8.8% |
| 1Y | -7.4% | +11.0% | -18.4% | -13.3% |
| 3Y | +82.0% | +75.5% | +6.5% | +30.4% |
| 5Y | +85.7% | +68.4% | +17.3% | +34.5% |
| 10Y | +215.2% | +315.7% | -100.5% | +52.5% |
| All | +279.0% | +361.6% | -82.6% | +82.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling