+278.6%
UTMD price history and return analytics
+346.0%
-67.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.6% |
| 7D | +6.1% | -2.3% | +8.4% | +7.1% |
| 30D | -1.7% | -5.0% | +3.3% | +0.3% |
| 3M | +3.7% | -4.9% | +8.5% | +5.7% |
| 6M | +13.1% | -1.5% | +14.7% | +13.6% |
| YTD | +30.8% | +8.5% | +22.4% | +26.1% |
| 1Y | +27.2% | +11.4% | +15.8% | +21.2% |
| 3Y | -4.5% | +70.1% | -74.6% | -23.6% |
| 5Y | -23.5% | +53.7% | -77.3% | -36.7% |
| 10Y | +46.3% | +220.0% | -173.7% | -5.7% |
| All | +278.6% | +346.0% | -67.4% | +104.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling