+94.7%
UTSL price history and return analytics
+187.2%
-92.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -1.3% |
| 7D | +1.2% | -0.7% | +1.9% | +2.2% |
| 30D | +15.2% | -1.7% | +16.9% | +18.1% |
| 3M | -0.7% | -2.3% | +1.6% | +2.9% |
| 6M | -12.9% | +1.5% | -14.4% | -17.3% |
| YTD | -1.4% | +12.0% | -13.5% | -22.9% |
| 1Y | -14.8% | +12.9% | -27.7% | -34.3% |
| 3Y | +126.9% | +74.9% | +51.9% | -25.1% |
| 5Y | +35.7% | +59.9% | -24.2% | -45.1% |
| All | +94.7% | +187.2% | -92.5% | -70.9% |
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 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