+138.0%
UTSL vs VOO
+78.5%
+59.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.8% |
| 7D | +6.0% | +2.6% | +3.4% | +3.5% |
| 30D | +15.9% | -2.0% | +17.8% | +17.7% |
| 3M | -2.3% | -2.8% | +0.5% | +0.2% |
| 6M | -8.8% | +2.2% | -10.9% | -11.6% |
| YTD | -0.2% | +11.5% | -11.8% | -12.6% |
| 1Y | -10.8% | +13.5% | -24.3% | -23.5% |
| 3Y | +138.0% | +78.1% | +59.9% | -15.2% |
| All | +138.0% | +78.5% | +59.5% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling