+32.7%
UTF price history and return analytics
+53.2%
-20.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.8% | +0.2% |
| 7D | -3.2% | -4.2% | +1.0% | -0.8% |
| 30D | +1.5% | -5.8% | +7.3% | +5.1% |
| 3M | -3.6% | -5.2% | +1.6% | -0.6% |
| 6M | -1.6% | +0.1% | -1.8% | -2.2% |
| YTD | +13.9% | +8.2% | +5.6% | +7.7% |
| 1Y | +17.1% | +10.1% | +7.0% | +9.6% |
| 3Y | +52.8% | +69.7% | -16.8% | +5.0% |
| 5Y | +32.7% | +53.4% | -20.7% | -8.0% |
| All | +32.7% | +53.2% | -20.5% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling