+242.0%
UTES price history and return analytics
+221.8%
+20.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +4.2% | +2.4% | +1.9% | +2.7% |
| 30D | +3.6% | -1.5% | +5.1% | +4.5% |
| 3M | +1.3% | -4.1% | +5.4% | +4.0% |
| 6M | -0.3% | +0.6% | -0.9% | -0.9% |
| YTD | +0.2% | +11.0% | -10.8% | -6.7% |
| 1Y | -1.5% | +13.3% | -14.9% | -9.5% |
| 3Y | +95.3% | +73.4% | +21.9% | +37.4% |
| 5Y | +94.2% | +57.4% | +36.8% | +43.2% |
| All | +242.0% | +221.8% | +20.3% | +54.3% |
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 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