+138.2%
UTG vs VOO
+306.9%
-168.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.8% |
| 7D | -3.0% | -0.6% | -2.4% | -2.5% |
| 30D | -6.9% | -3.6% | -3.2% | -4.2% |
| 3M | -12.0% | -2.7% | -9.3% | -10.1% |
| 6M | -18.2% | +2.2% | -20.4% | -19.5% |
| YTD | -3.6% | +10.9% | -14.5% | -10.8% |
| 1Y | -5.5% | +11.3% | -16.8% | -12.8% |
| 3Y | +66.5% | +76.9% | -10.4% | +6.0% |
| 5Y | +43.1% | +73.5% | -30.4% | -8.8% |
| 10Y | +138.2% | +307.7% | -169.5% | -29.4% |
| All | +138.2% | +306.9% | -168.7% | -29.4% |
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