+357.9%
UTL vs VOO
+817.1%
-459.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | +1.2% | +0.1% | +1.2% | +1.2% |
| 3M | +8.1% | +2.0% | +6.1% | +6.5% |
| 6M | +2.8% | +13.0% | -10.2% | -5.0% |
| YTD | +14.0% | +13.6% | +0.4% | +4.8% |
| 1Y | +21.6% | +20.1% | +1.6% | +7.9% |
| 3Y | +21.4% | +77.6% | -56.2% | -17.5% |
| 5Y | +27.3% | +82.4% | -55.2% | -16.8% |
| 10Y | +85.4% | +316.8% | -231.5% | -31.8% |
| All | +357.9% | +817.1% | -459.2% | -3.9% |
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 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