+0.8%
UTZ vs VT
+57.9%
-57.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.1% | -1.6% | +1.5% | +0.9% |
| 30D | +0.1% | -2.5% | +2.6% | +1.7% |
| 3M | +1.3% | -1.3% | +2.6% | +1.9% |
| 6M | +86.4% | +3.1% | +83.3% | +82.6% |
| YTD | +40.7% | +10.9% | +29.8% | +32.1% |
| 1Y | +41.3% | +12.1% | +29.2% | +31.8% |
| 3Y | +22.8% | +73.9% | -51.1% | -16.4% |
| All | +0.8% | +57.9% | -57.1% | -21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling