+517.7%
UTF vs VOO
+815.3%
-297.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.8% |
| 7D | +1.3% | -0.7% | +2.0% | +1.8% |
| 30D | +5.6% | -1.1% | +6.7% | +6.4% |
| 3M | -2.4% | -0.3% | -2.1% | -2.3% |
| 6M | +1.5% | +7.4% | -5.8% | -4.4% |
| YTD | +16.5% | +13.4% | +3.1% | +4.9% |
| 1Y | +20.3% | +14.8% | +5.5% | +7.2% |
| 3Y | +56.3% | +83.3% | -27.0% | -6.9% |
| 5Y | +36.6% | +76.1% | -39.5% | -17.0% |
| 10Y | +197.7% | +333.4% | -135.7% | -13.7% |
| All | +517.7% | +815.3% | -297.6% | +3.3% |
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 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