+43.3%
UTMD vs VT
+215.5%
-172.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.5% |
| 7D | +6.1% | -2.3% | +8.4% | +7.6% |
| 30D | -1.7% | -5.0% | +3.3% | +1.3% |
| 3M | +3.7% | -4.9% | +8.5% | +6.6% |
| 6M | +13.1% | -1.5% | +14.7% | +13.7% |
| YTD | +30.8% | +8.5% | +22.4% | +23.6% |
| 1Y | +27.2% | +11.4% | +15.8% | +18.1% |
| 3Y | -4.5% | +70.1% | -74.6% | -32.6% |
| 5Y | -23.5% | +53.7% | -77.3% | -43.0% |
| All | +43.3% | +215.5% | -172.2% | -23.0% |
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