+769.2%
UTI vs VOO
+321.7%
+447.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.7% |
| 7D | -4.6% | -2.0% | -2.6% | -3.0% |
| 30D | -19.2% | -1.7% | -17.5% | -18.0% |
| 3M | -48.2% | +4.7% | -52.9% | -50.3% |
| 6M | -39.9% | +12.6% | -52.5% | -45.8% |
| YTD | -21.2% | +11.8% | -32.9% | -28.4% |
| 1Y | -24.1% | +17.5% | -41.7% | -33.9% |
| 3Y | +144.1% | +77.0% | +67.1% | +51.6% |
| 5Y | +202.5% | +82.6% | +119.9% | +80.9% |
| All | +769.2% | +321.7% | +447.5% | +101.8% |
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