+94.2%
UTSL price history and return analytics
+185.5%
-91.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.8% |
| 7D | +3.3% | +2.9% | +0.4% | -1.8% |
| 30D | +13.2% | -2.5% | +15.7% | +17.6% |
| 3M | -2.5% | -3.3% | +0.8% | +2.9% |
| 6M | -13.4% | +1.5% | -14.9% | -17.7% |
| YTD | -1.7% | +11.4% | -13.0% | -22.3% |
| 1Y | -15.7% | +11.9% | -27.6% | -34.0% |
| 3Y | +126.3% | +73.9% | +52.4% | -24.5% |
| 5Y | +35.5% | +57.9% | -22.4% | -43.8% |
| All | +94.2% | +185.5% | -91.2% | -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