+282.9%
UTES price history and return analytics
+267.4%
+15.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +3.2% | +0.4% | +2.8% | +3.0% |
| 30D | +0.2% | +1.0% | -0.8% | -0.4% |
| 3M | -3.3% | +2.4% | -5.6% | -4.8% |
| 6M | -8.2% | +12.0% | -20.2% | -14.4% |
| YTD | -2.9% | +15.3% | -18.2% | -11.1% |
| 1Y | -2.0% | +22.6% | -24.6% | -13.5% |
| 3Y | +82.4% | +74.7% | +7.7% | +31.0% |
| 5Y | +85.9% | +66.1% | +19.8% | +35.6% |
| 10Y | +209.7% | +225.0% | -15.3% | +61.2% |
| All | +282.9% | +267.4% | +15.4% | +97.3% |
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