+562.4%
UTG price history and return analytics
+374.2%
+188.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.5% | +0.4% | +1.1% | +1.2% |
| 30D | -1.0% | +1.0% | -1.9% | -1.7% |
| 3M | -6.9% | +2.4% | -9.2% | -8.5% |
| 6M | -4.1% | +12.0% | -16.1% | -12.0% |
| YTD | +8.4% | +15.3% | -7.0% | -2.7% |
| 1Y | +9.2% | +22.6% | -13.4% | -6.4% |
| 3Y | +80.0% | +74.7% | +5.3% | +17.5% |
| 5Y | +51.4% | +66.1% | -14.7% | +1.3% |
| 10Y | +152.5% | +225.0% | -72.5% | +1.9% |
| All | +562.4% | +374.2% | +188.2% | +68.4% |
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