+145.4%
UTG vs VOO
+309.6%
-164.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +3.5% | +2.6% | +0.9% | +1.6% |
| 30D | -3.4% | -2.0% | -1.4% | -1.9% |
| 3M | -13.6% | -2.8% | -10.8% | -11.6% |
| 6M | -18.4% | +2.2% | -20.6% | -19.7% |
| YTD | -2.6% | +11.5% | -14.1% | -10.3% |
| 1Y | -2.3% | +13.5% | -15.8% | -11.2% |
| 3Y | +68.0% | +78.1% | -10.1% | +6.4% |
| 5Y | +45.7% | +73.1% | -27.5% | -6.9% |
| All | +145.4% | +309.6% | -164.2% | -27.3% |
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