+30.7%
UTMD price history and return analytics
+11.9%
+18.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -0.4% | +2.4% | -2.7% | -0.9% |
| 30D | -3.8% | -1.5% | -2.3% | -3.5% |
| 3M | +0.2% | -4.1% | +4.4% | +1.2% |
| 6M | +13.4% | +0.6% | +12.8% | +13.2% |
| YTD | +30.4% | +11.0% | +19.3% | +28.0% |
| 1Y | +30.7% | +13.3% | +17.4% | +26.5% |
| All | +30.7% | +11.9% | +18.8% | +26.5% |
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