+62.8%
UTZ vs VT
+173.2%
-110.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.1% | +0.4% | -0.4% | -0.1% |
| 30D | +0.6% | +1.0% | -0.3% | +0.2% |
| 3M | +110.9% | +2.4% | +108.5% | +108.8% |
| 6M | +67.3% | +12.0% | +55.3% | +60.1% |
| YTD | +39.3% | +15.3% | +24.0% | +32.0% |
| 1Y | +7.1% | +22.6% | -15.5% | -0.8% |
| 3Y | -0.3% | +74.7% | -75.0% | -19.5% |
| 5Y | -21.8% | +66.1% | -87.9% | -37.0% |
| All | +62.8% | +173.2% | -110.4% | +24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling