+94.7%
UTSL vs VOO
+271.8%
-177.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -1.5% |
| 7D | +1.2% | -0.9% | +2.1% | +2.5% |
| 30D | +15.2% | -2.3% | +17.5% | +19.2% |
| 3M | -0.7% | -1.2% | +0.5% | +0.6% |
| 6M | -12.9% | +3.3% | -16.3% | -19.7% |
| YTD | -1.4% | +12.3% | -13.7% | -22.8% |
| 1Y | -14.8% | +12.5% | -27.3% | -33.5% |
| 3Y | +126.9% | +79.2% | +47.7% | -29.1% |
| 5Y | +35.7% | +75.7% | -40.0% | -54.8% |
| All | +94.7% | +271.8% | -177.1% | -78.6% |
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