+56.8%
UTF price history and return analytics
+76.6%
-19.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.3% |
| 7D | +1.3% | -0.3% | +1.6% | +1.4% |
| 30D | +5.6% | -1.4% | +7.0% | +6.2% |
| 3M | -2.4% | -1.4% | -1.0% | -1.8% |
| 6M | +1.5% | +5.5% | -3.9% | -1.2% |
| YTD | +16.5% | +12.8% | +3.6% | +9.6% |
| 1Y | +20.3% | +15.4% | +4.8% | +11.9% |
| All | +56.8% | +76.6% | -19.7% | -3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling