+40.0%
UTZ vs VOO
+11.8%
+28.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -0.1% | +3.3% | -3.4% | -1.8% |
| 30D | -0.3% | -2.7% | +2.3% | +1.2% |
| 3M | +1.3% | -1.7% | +3.0% | +2.2% |
| 6M | +95.4% | +3.1% | +92.3% | +90.7% |
| YTD | +40.3% | +11.9% | +28.4% | +35.2% |
| 1Y | +40.0% | +12.1% | +27.9% | +35.0% |
| All | +40.0% | +11.8% | +28.2% | +35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling