-11.7%
UTHY vs VOO
+100.1%
-111.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.0% |
| 7D | -1.5% | -2.0% | +0.5% | -1.3% |
| 30D | -1.4% | -1.7% | +0.2% | -1.2% |
| 3M | -3.8% | +4.7% | -8.5% | -4.3% |
| 6M | -6.3% | +12.6% | -18.8% | -7.4% |
| YTD | -4.6% | +11.8% | -16.3% | -5.7% |
| 1Y | -5.7% | +17.5% | -23.2% | -7.3% |
| 3Y | -3.8% | +77.0% | -80.8% | -14.5% |
| All | -11.7% | +100.1% | -111.8% | -19.5% |
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