-21.5%
UTI price history and return analytics
+21.4%
-42.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.3% |
| 7D | +3.5% | +1.0% | +2.5% | +2.7% |
| 30D | -25.4% | -0.2% | -25.2% | -25.2% |
| 3M | -49.7% | +4.5% | -54.3% | -51.7% |
| 6M | -38.3% | +14.1% | -52.4% | -45.6% |
| YTD | -17.4% | +14.8% | -32.1% | -29.1% |
| 1Y | -21.5% | +21.2% | -42.7% | -37.8% |
| All | -21.5% | +21.4% | -42.9% | -37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling