+87.3%
UTL vs VOO
+306.9%
-219.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.2% |
| 7D | +2.0% | -0.6% | +2.6% | +2.2% |
| 30D | +7.0% | -3.6% | +10.7% | +9.1% |
| 3M | +6.6% | -2.7% | +9.3% | +8.0% |
| 6M | +12.2% | +2.2% | +10.0% | +10.1% |
| YTD | +18.7% | +10.9% | +7.8% | +10.5% |
| 1Y | +22.0% | +11.3% | +10.6% | +13.1% |
| 3Y | +28.4% | +76.9% | -48.5% | -13.4% |
| 5Y | +51.4% | +73.5% | -22.1% | +1.7% |
| 10Y | +87.3% | +307.7% | -220.4% | -38.6% |
| All | +87.3% | +306.9% | -219.6% | -38.6% |
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