+88.1%
UTSL price history and return analytics
+177.4%
-89.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | +5.0% |
| 7D | +1.0% | -4.2% | +5.1% | +8.5% |
| 30D | +15.0% | -5.8% | +20.8% | +27.0% |
| 3M | -4.5% | -5.2% | +0.7% | +4.4% |
| 6M | -22.6% | +0.1% | -22.8% | -25.0% |
| YTD | -4.8% | +8.2% | -13.0% | -20.8% |
| 1Y | -15.6% | +10.1% | -25.7% | -32.1% |
| 3Y | +102.4% | +69.7% | +32.7% | -29.5% |
| 5Y | +27.9% | +53.4% | -25.5% | -44.2% |
| All | +88.1% | +177.4% | -89.4% | -70.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling