+37.4%
UTMD price history and return analytics
+223.7%
-186.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -0.7% |
| 7D | +3.3% | +0.4% | +2.9% | +3.0% |
| 30D | -2.2% | -2.6% | +0.4% | -0.8% |
| 3M | +3.3% | -3.2% | +6.5% | +5.2% |
| 6M | +12.5% | +0.9% | +11.5% | +11.4% |
| YTD | +32.0% | +11.3% | +20.7% | +22.8% |
| 1Y | +29.4% | +14.0% | +15.4% | +18.5% |
| 3Y | -2.6% | +75.8% | -78.4% | -32.6% |
| 5Y | -22.0% | +57.8% | -79.8% | -42.7% |
| 10Y | +37.4% | +219.8% | -182.4% | -27.7% |
| All | +37.4% | +223.7% | -186.3% | -27.7% |
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 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