+380.6%
UTL vs VOO
+777.9%
-397.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.6% |
| 7D | +1.6% | -2.7% | +4.3% | +3.2% |
| 30D | +8.9% | -5.4% | +14.3% | +12.3% |
| 3M | +5.7% | -4.1% | +9.8% | +8.1% |
| 6M | +16.5% | +0.7% | +15.8% | +15.3% |
| YTD | +19.6% | +8.7% | +10.9% | +12.6% |
| 1Y | +23.0% | +11.0% | +12.0% | +14.2% |
| 3Y | +31.6% | +75.5% | -43.8% | -10.3% |
| 5Y | +53.1% | +68.4% | -15.2% | +5.3% |
| 10Y | +88.5% | +315.7% | -227.2% | -30.8% |
| All | +380.6% | +777.9% | -397.2% | +3.3% |
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