+178.4%
UTI price history and return analytics
+53.4%
+124.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.0% |
| 7D | -12.0% | -2.3% | -9.7% | -9.8% |
| 30D | +0.2% | -5.0% | +5.2% | +5.1% |
| 3M | -28.5% | -4.9% | -23.6% | -25.0% |
| 6M | -46.1% | -1.5% | -44.5% | -45.3% |
| YTD | -23.7% | +8.5% | -32.2% | -29.2% |
| 1Y | -29.4% | +11.4% | -40.7% | -35.7% |
| 3Y | +113.8% | +70.1% | +43.8% | +37.1% |
| All | +178.4% | +53.4% | +124.9% | +81.7% |
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