+29.7%
UTMD vs VOO
+315.3%
-285.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.1% |
| 7D | -2.7% | -0.4% | -2.3% | -2.5% |
| 30D | -2.3% | -1.4% | -0.9% | -1.5% |
| 3M | +2.9% | +3.7% | -0.8% | +0.7% |
| 6M | +9.9% | +13.0% | -3.1% | +2.3% |
| YTD | +25.8% | +12.4% | +13.3% | +17.3% |
| 1Y | +13.2% | +18.6% | -5.4% | +2.3% |
| 3Y | -16.1% | +78.1% | -94.2% | -40.8% |
| 5Y | -15.2% | +82.3% | -97.4% | -41.6% |
| 10Y | +29.7% | +322.5% | -292.9% | -48.0% |
| All | +29.7% | +315.3% | -285.6% | -48.0% |
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