+843.8%
UTI price history and return analytics
+221.8%
+622.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.6% |
| 7D | +10.3% | +2.4% | +8.0% | +8.1% |
| 30D | +8.3% | -1.5% | +9.8% | +10.3% |
| 3M | -14.9% | -4.1% | -10.8% | -11.2% |
| 6M | -44.7% | +0.6% | -45.2% | -44.9% |
| YTD | -15.8% | +11.0% | -26.9% | -23.7% |
| 1Y | -25.2% | +13.3% | -38.5% | -33.3% |
| 3Y | +134.2% | +73.4% | +60.8% | +41.7% |
| 5Y | +188.6% | +57.4% | +131.1% | +89.4% |
| All | +843.8% | +221.8% | +622.0% | +242.8% |
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