+188.7%
UTF vs VOO
+308.7%
-120.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.4% | +2.1% | +1.2% |
| 7D | -3.2% | -4.7% | +1.5% | +0.4% |
| 30D | +1.5% | -5.9% | +7.4% | +6.3% |
| 3M | -3.6% | -4.5% | +0.9% | -0.3% |
| 6M | -1.6% | +1.9% | -3.5% | -3.6% |
| YTD | +13.9% | +8.4% | +5.5% | +5.9% |
| 1Y | +17.1% | +9.5% | +7.7% | +8.1% |
| 3Y | +52.8% | +75.3% | -22.4% | -7.9% |
| 5Y | +32.7% | +67.9% | -35.2% | -17.9% |
| All | +188.7% | +308.7% | -120.0% | -25.3% |
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