+453.9%
UTG vs VOO
+817.1%
-363.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | -1.0% | +0.1% | -1.0% | -1.0% |
| 3M | -6.9% | +2.0% | -8.9% | -8.2% |
| 6M | -4.1% | +13.0% | -17.1% | -12.0% |
| YTD | +8.4% | +13.6% | -5.2% | -0.9% |
| 1Y | +9.2% | +20.1% | -10.9% | -3.9% |
| 3Y | +80.0% | +77.6% | +2.4% | +19.1% |
| 5Y | +51.4% | +82.4% | -31.0% | -3.2% |
| 10Y | +152.5% | +316.8% | -164.3% | -8.7% |
| All | +453.9% | +817.1% | -363.2% | +35.4% |
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