-0.9%
UTEN price history and return analytics
+91.5%
-92.5%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.3% | +0.4% | -0.8% | -0.4% |
| 30D | -0.8% | +1.0% | -1.8% | -0.9% |
| 3M | -1.2% | +2.4% | -3.6% | -1.5% |
| 6M | -3.1% | +12.0% | -15.1% | -4.2% |
| YTD | -1.8% | +15.3% | -17.1% | -3.1% |
| 1Y | -0.5% | +22.6% | -23.0% | -2.3% |
| 3Y | +7.8% | +74.7% | -66.8% | +1.1% |
| All | -0.9% | +91.5% | -92.5% | -9.3% |
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