-6.5%
UTMD price history and return analytics
+74.0%
-80.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.1% |
| 7D | -0.4% | +2.4% | -2.7% | -1.4% |
| 30D | -3.8% | -1.5% | -2.3% | -3.2% |
| 3M | +0.2% | -4.1% | +4.4% | +2.1% |
| 6M | +13.4% | +0.6% | +12.8% | +12.7% |
| YTD | +30.4% | +11.0% | +19.3% | +23.1% |
| 1Y | +30.7% | +13.3% | +17.4% | +21.9% |
| 3Y | -6.5% | +73.4% | -79.9% | -43.6% |
| All | -6.5% | +74.0% | -80.5% | -43.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling