+93.3%
UTSL price history and return analytics
+184.0%
-90.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | +0.2% |
| 7D | +1.9% | -0.1% | +2.1% | +1.9% |
| 30D | +16.2% | -3.1% | +19.3% | +22.0% |
| 3M | +1.7% | -3.5% | +5.2% | +7.7% |
| 6M | -11.1% | +0.5% | -11.6% | -13.9% |
| YTD | -2.1% | +10.8% | -12.9% | -21.9% |
| 1Y | -15.4% | +11.9% | -27.3% | -33.8% |
| 3Y | +125.2% | +73.0% | +52.2% | -24.1% |
| 5Y | +32.3% | +58.6% | -26.4% | -45.8% |
| All | +93.3% | +184.0% | -90.7% | -70.5% |
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 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