+895.7%
UTI vs VT
+224.4%
+671.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -2.0% |
| 7D | +3.0% | -0.7% | +3.7% | +4.1% |
| 30D | +10.3% | -1.7% | +12.0% | +12.5% |
| 3M | -9.8% | -2.3% | -7.5% | -7.4% |
| 6M | -37.4% | +1.5% | -38.9% | -38.2% |
| YTD | -12.0% | +12.0% | -24.0% | -20.9% |
| 1Y | -22.8% | +12.9% | -35.7% | -30.9% |
| 3Y | +140.8% | +74.9% | +65.9% | +44.5% |
| 5Y | +219.0% | +59.9% | +159.1% | +106.3% |
| 10Y | +895.7% | +224.6% | +671.0% | +243.8% |
| All | +895.7% | +224.4% | +671.3% | +243.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling