+86.0%
UTSL vs VOO
+259.9%
-173.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.7% |
| 7D | -2.3% | -2.7% | +0.4% | +2.2% |
| 30D | +13.5% | -5.4% | +18.9% | +24.1% |
| 3M | -4.0% | -4.1% | +0.1% | +2.4% |
| 6M | -20.0% | +0.7% | -20.7% | -22.9% |
| YTD | -5.8% | +8.7% | -14.6% | -22.0% |
| 1Y | -15.7% | +11.0% | -26.7% | -32.8% |
| 3Y | +101.9% | +75.5% | +26.5% | -34.7% |
| 5Y | +26.4% | +68.4% | -42.0% | -54.5% |
| All | +86.0% | +259.9% | -173.9% | -78.4% |
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 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