+399.1%
UTG vs VOO
+803.9%
-404.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.8% |
| 7D | +5.3% | +3.3% | +2.1% | +3.1% |
| 30D | -5.8% | -2.7% | -3.1% | -3.9% |
| 3M | -13.2% | -1.7% | -11.5% | -12.1% |
| 6M | -18.9% | +3.1% | -22.0% | -20.5% |
| YTD | -2.4% | +11.9% | -14.3% | -9.7% |
| 1Y | -4.0% | +12.1% | -16.1% | -11.3% |
| 3Y | +68.6% | +78.6% | -10.0% | +11.1% |
| 5Y | +46.0% | +73.8% | -27.8% | -3.1% |
| 10Y | +140.0% | +312.3% | -172.3% | -12.4% |
| All | +399.1% | +803.9% | -404.8% | +23.4% |
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 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