-1.0%
UTEN price history and return analytics
+90.6%
-91.6%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +0.1% | +1.0% | -0.9% | 0.0% |
| 30D | -0.8% | -0.2% | -0.5% | -0.7% |
| 3M | -0.7% | +4.5% | -5.2% | -1.1% |
| 6M | -2.9% | +14.1% | -16.9% | -4.0% |
| YTD | -1.9% | +14.8% | -16.6% | -3.1% |
| 1Y | -1.6% | +21.2% | -22.8% | -3.3% |
| 3Y | +8.3% | +76.6% | -68.2% | +1.4% |
| All | -1.0% | +90.6% | -91.6% | -9.4% |
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