+64.0%
UTZ price history and return analytics
+163.8%
-99.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -0.1% | +2.9% | -3.0% | -1.3% |
| 30D | -0.3% | -2.5% | +2.2% | +0.5% |
| 3M | +1.3% | -3.3% | +4.6% | +2.5% |
| 6M | +95.4% | +1.5% | +93.9% | +93.9% |
| YTD | +40.3% | +11.4% | +28.9% | +34.6% |
| 1Y | +40.0% | +11.9% | +28.1% | +34.0% |
| 3Y | +23.6% | +73.9% | -50.2% | -0.1% |
| 5Y | -9.8% | +57.9% | -67.7% | -26.3% |
| All | +64.0% | +163.8% | -99.8% | +27.1% |
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 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