+241.7%
UTES price history and return analytics
+224.7%
+17.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | +0.5% |
| 7D | +4.5% | -0.7% | +5.2% | +4.9% |
| 30D | +2.2% | -1.7% | +3.9% | +3.3% |
| 3M | +2.2% | -2.3% | +4.5% | +3.7% |
| 6M | -3.5% | +1.5% | -5.1% | -4.7% |
| YTD | +0.1% | +12.0% | -11.9% | -7.3% |
| 1Y | -3.7% | +12.9% | -16.6% | -11.3% |
| 3Y | +93.3% | +74.9% | +18.4% | +35.3% |
| 5Y | +94.5% | +59.9% | +34.5% | +42.0% |
| All | +241.7% | +224.7% | +17.0% | +53.3% |
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