+284.5%
UTMD vs VOO
+795.4%
-510.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +4.1% | -0.6% | +4.6% | +4.3% |
| 30D | -2.3% | -3.6% | +1.4% | -0.5% |
| 3M | +2.6% | -2.7% | +5.3% | +3.9% |
| 6M | +12.5% | +2.2% | +10.2% | +11.0% |
| YTD | +32.0% | +10.9% | +21.1% | +24.7% |
| 1Y | +29.6% | +11.3% | +18.3% | +22.2% |
| 3Y | -2.4% | +76.9% | -79.3% | -28.1% |
| 5Y | -22.8% | +73.5% | -96.4% | -43.1% |
| 10Y | +36.3% | +307.7% | -271.4% | -32.2% |
| All | +284.5% | +795.4% | -510.9% | +65.7% |
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