+281.2%
UTMD vs VOO
+777.9%
-496.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | +6.1% | -2.7% | +8.8% | +7.6% |
| 30D | -1.7% | -5.4% | +3.7% | +1.0% |
| 3M | +3.7% | -4.1% | +7.7% | +5.7% |
| 6M | +13.1% | +0.7% | +12.4% | +12.4% |
| YTD | +30.8% | +8.7% | +22.1% | +24.9% |
| 1Y | +27.2% | +11.0% | +16.2% | +20.1% |
| 3Y | -4.5% | +75.5% | -80.0% | -29.3% |
| 5Y | -23.5% | +68.4% | -91.9% | -42.7% |
| 10Y | +46.3% | +315.7% | -269.4% | -27.6% |
| All | +281.2% | +777.9% | -496.7% | +66.0% |
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 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