+31.1%
UTF vs VOO
+72.8%
-41.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -1.0% | -0.6% | -0.4% | -0.7% |
| 30D | +1.8% | -3.6% | +5.5% | +3.8% |
| 3M | -2.3% | -2.7% | +0.4% | -0.9% |
| 6M | +0.1% | +2.2% | -2.1% | -1.4% |
| YTD | +14.8% | +10.9% | +4.0% | +7.9% |
| 1Y | +17.0% | +11.3% | +5.7% | +9.7% |
| 3Y | +62.2% | +76.9% | -14.7% | +11.8% |
| 5Y | +31.1% | +73.5% | -42.4% | -11.9% |
| All | +31.1% | +72.8% | -41.7% | -11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling