+24.9%
UTZ vs VOO
+78.4%
-53.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.8% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -0.4% | -3.3% | +2.9% | +0.6% |
| 3M | +1.4% | -2.4% | +3.8% | +2.1% |
| 6M | +92.4% | +2.6% | +89.8% | +90.5% |
| YTD | +40.2% | +11.3% | +28.9% | +35.8% |
| 1Y | +47.8% | +13.4% | +34.3% | +42.4% |
| 3Y | +24.9% | +80.3% | -55.4% | -10.6% |
| All | +24.9% | +78.4% | -53.5% | -10.6% |
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