+32.3%
UTSL vs VOO
+72.6%
-40.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +2.0% |
| 7D | +6.0% | +2.6% | +3.4% | +2.5% |
| 30D | +15.9% | -2.0% | +17.8% | +18.4% |
| 3M | -2.3% | -2.8% | +0.5% | +1.0% |
| 6M | -8.8% | +2.2% | -10.9% | -12.7% |
| YTD | -0.2% | +11.5% | -11.8% | -16.3% |
| 1Y | -10.8% | +13.5% | -24.3% | -27.0% |
| 3Y | +138.0% | +78.1% | +59.9% | -4.7% |
| All | +32.3% | +72.6% | -40.3% | -47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling