+86.0%
UTSL price history and return analytics
+178.1%
-92.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.5% |
| 7D | -2.3% | -2.3% | 0.0% | +1.6% |
| 30D | +13.5% | -5.0% | +18.5% | +23.4% |
| 3M | -4.0% | -4.9% | +0.9% | +4.2% |
| 6M | -20.0% | -1.5% | -18.4% | -19.8% |
| YTD | -5.8% | +8.5% | -14.3% | -22.1% |
| 1Y | -15.7% | +11.4% | -27.1% | -33.6% |
| 3Y | +101.9% | +70.1% | +31.8% | -29.9% |
| 5Y | +26.4% | +53.7% | -27.3% | -45.1% |
| All | +86.0% | +178.1% | -92.1% | -70.6% |
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 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