+160.7%
UTG vs VOO
+315.3%
-154.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.5% |
| 7D | +2.3% | -0.4% | +2.6% | +2.5% |
| 30D | -0.5% | -1.4% | +0.9% | +0.5% |
| 3M | -2.5% | +3.7% | -6.2% | -5.1% |
| 6M | -0.6% | +13.0% | -13.6% | -9.4% |
| YTD | +9.1% | +12.4% | -3.3% | -0.2% |
| 1Y | +10.2% | +18.6% | -8.4% | -3.2% |
| 3Y | +83.0% | +78.1% | +5.0% | +15.9% |
| 5Y | +53.7% | +82.3% | -28.6% | -6.2% |
| 10Y | +160.7% | +322.5% | -161.9% | -22.4% |
| All | +160.7% | +315.3% | -154.6% | -22.4% |
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