+86.5%
UTSL vs VOO
+276.0%
-189.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +1.0% |
| 7D | +2.1% | +0.1% | +2.0% | +1.9% |
| 30D | -5.3% | +0.1% | -5.4% | -5.5% |
| 3M | -8.3% | +2.0% | -10.3% | -12.7% |
| 6M | -28.3% | +13.0% | -41.3% | -43.8% |
| YTD | -5.6% | +13.6% | -19.1% | -27.0% |
| 1Y | -0.5% | +20.1% | -20.6% | -30.7% |
| 3Y | +88.6% | +77.6% | +11.0% | -39.2% |
| 5Y | +15.4% | +82.4% | -67.0% | -64.2% |
| All | +86.5% | +276.0% | -189.4% | -79.8% |
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