+217.9%
UTES price history and return analytics
+223.7%
-5.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +1.6% |
| 7D | +1.6% | +0.4% | +1.3% | +1.3% |
| 30D | +1.5% | -2.6% | +4.1% | +3.1% |
| 3M | +1.7% | -3.2% | +4.9% | +3.8% |
| 6M | -3.6% | +0.9% | -4.5% | -4.4% |
| YTD | -0.7% | +11.3% | -12.0% | -7.7% |
| 1Y | -5.8% | +14.0% | -19.8% | -13.7% |
| 3Y | +92.6% | +75.8% | +16.8% | +34.3% |
| 5Y | +93.3% | +57.8% | +35.5% | +42.3% |
| 10Y | +217.9% | +219.8% | -1.9% | +40.2% |
| All | +217.9% | +223.7% | -5.8% | +40.2% |
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