+91.6%
UTSL vs VOO
+273.9%
-182.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.2% | +3.7% |
| 7D | +6.0% | +0.5% | +5.5% | +5.0% |
| 30D | -2.4% | -0.9% | -1.5% | -0.9% |
| 3M | -2.5% | +3.9% | -6.4% | -10.0% |
| 6M | -23.8% | +14.5% | -38.3% | -41.7% |
| YTD | -3.0% | +13.0% | -16.0% | -24.3% |
| 1Y | +6.4% | +19.4% | -13.0% | -25.2% |
| 3Y | +89.0% | +78.9% | +10.2% | -40.0% |
| 5Y | +17.3% | +82.3% | -65.0% | -63.7% |
| All | +91.6% | +273.9% | -182.3% | -79.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling