+27.3%
UTL vs VOO
+82.3%
-55.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +0.7% | +0.5% | +0.2% | +0.5% |
| 30D | +1.4% | -0.9% | +2.3% | +1.6% |
| 3M | +7.6% | +3.9% | +3.7% | +6.2% |
| 6M | +3.6% | +14.5% | -10.9% | -1.2% |
| YTD | +14.6% | +13.0% | +1.6% | +9.7% |
| 1Y | +25.0% | +19.4% | +5.5% | +17.2% |
| 3Y | +29.1% | +78.9% | -49.8% | +2.5% |
| 5Y | +27.3% | +82.3% | -54.9% | -4.9% |
| All | +27.3% | +82.3% | -55.0% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling