+188.7%
UTF vs VOO
+309.9%
-121.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -2.7% | -2.7% | 0.0% | -0.7% |
| 30D | +2.5% | -5.4% | +7.9% | +6.9% |
| 3M | -3.5% | -4.1% | +0.6% | -0.5% |
| 6M | -1.5% | +0.7% | -2.3% | -2.6% |
| YTD | +13.9% | +8.7% | +5.1% | +5.6% |
| 1Y | +18.0% | +11.0% | +7.0% | +7.7% |
| 3Y | +53.3% | +75.5% | -22.1% | -7.6% |
| 5Y | +32.7% | +68.4% | -35.7% | -18.1% |
| All | +188.7% | +309.9% | -121.3% | -25.5% |
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