+273.7%
UTMD vs VOO
+817.1%
-543.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.7% |
| 7D | -2.3% | +0.1% | -2.4% | -2.4% |
| 30D | -0.2% | +0.1% | -0.2% | -0.2% |
| 3M | +5.1% | +2.0% | +3.0% | +3.9% |
| 6M | +8.4% | +13.0% | -4.6% | +1.6% |
| YTD | +28.3% | +13.6% | +14.7% | +19.9% |
| 1Y | +15.6% | +20.1% | -4.5% | +4.9% |
| 3Y | -17.0% | +77.6% | -94.6% | -38.9% |
| 5Y | -11.0% | +82.4% | -93.4% | -35.9% |
| 10Y | +30.7% | +316.8% | -286.1% | -35.6% |
| All | +273.7% | +817.1% | -543.4% | +59.3% |
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