+86.5%
UTSL price history and return analytics
+195.7%
-109.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +2.1% | +0.4% | +1.6% | +1.2% |
| 30D | -5.3% | +1.0% | -6.3% | -7.0% |
| 3M | -8.3% | +2.4% | -10.6% | -13.5% |
| 6M | -28.3% | +12.0% | -40.3% | -43.2% |
| YTD | -5.6% | +15.3% | -20.9% | -29.5% |
| 1Y | -0.5% | +22.6% | -23.1% | -33.9% |
| 3Y | +88.6% | +74.7% | +13.9% | -36.5% |
| 5Y | +15.4% | +66.1% | -50.7% | -56.4% |
| All | +86.5% | +195.7% | -109.1% | -73.4% |
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