+32.3%
UTSL price history and return analytics
+57.0%
-24.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.9% |
| 7D | +6.0% | +2.4% | +3.6% | +2.7% |
| 30D | +15.9% | -1.5% | +17.4% | +17.8% |
| 3M | -2.3% | -4.1% | +1.8% | +3.2% |
| 6M | -8.8% | +0.6% | -9.3% | -10.9% |
| YTD | -0.2% | +11.0% | -11.3% | -16.7% |
| 1Y | -10.8% | +13.3% | -24.1% | -27.9% |
| 3Y | +138.0% | +73.4% | +64.6% | -2.5% |
| All | +32.3% | +57.0% | -24.7% | -40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling