+55.1%
UTI vs VOO
+817.1%
-761.9%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.1% |
| 7D | +4.2% | +0.1% | +4.1% | +4.1% |
| 30D | -47.6% | +0.1% | -47.7% | -47.5% |
| 3M | -50.6% | +2.0% | -52.6% | -51.7% |
| 6M | -38.0% | +13.0% | -51.1% | -45.1% |
| YTD | -15.0% | +13.6% | -28.6% | -25.0% |
| 1Y | -18.7% | +20.1% | -38.8% | -31.8% |
| 3Y | +176.1% | +77.6% | +98.6% | +59.3% |
| 5Y | +216.2% | +82.4% | +133.8% | +75.0% |
| 10Y | +828.9% | +316.8% | +512.0% | +108.3% |
| All | +55.1% | +817.1% | -761.9% | -86.3% |
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