+27.6%
UTMD price history and return analytics
+221.4%
-193.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.4% |
| 7D | -3.6% | +1.0% | -4.6% | -4.2% |
| 30D | -2.4% | -0.2% | -2.1% | -2.3% |
| 3M | +3.6% | +4.5% | -0.9% | +0.7% |
| 6M | +7.2% | +14.1% | -6.8% | -1.5% |
| YTD | +24.8% | +14.8% | +10.0% | +14.1% |
| 1Y | +11.3% | +21.2% | -9.8% | -1.7% |
| 3Y | -16.8% | +76.6% | -93.3% | -42.4% |
| 5Y | -14.9% | +66.6% | -81.5% | -39.4% |
| 10Y | +27.6% | +222.3% | -194.7% | -37.4% |
| All | +27.6% | +221.4% | -193.9% | -37.4% |
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