+965.5%
UTI price history and return analytics
+223.7%
+741.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +2.6% | +7.5% | +7.7% |
| 7D | +0.4% | +0.4% | 0.0% | +0.6% |
| 30D | +6.3% | -2.6% | +8.9% | +9.4% |
| 3M | -24.2% | -3.2% | -20.9% | -21.5% |
| 6M | -38.6% | +0.9% | -39.5% | -39.0% |
| YTD | -16.0% | +11.3% | -27.3% | -24.0% |
| 1Y | -22.5% | +14.0% | -36.5% | -31.2% |
| 3Y | +134.5% | +75.8% | +58.7% | +40.3% |
| 5Y | +212.7% | +57.8% | +154.8% | +105.0% |
| 10Y | +965.5% | +219.8% | +745.7% | +309.2% |
| All | +965.5% | +223.7% | +741.8% | +309.2% |
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 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