+64.3%
UTZ price history and return analytics
+163.0%
-98.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.3% | +2.4% | -2.1% | -0.6% |
| 30D | -0.2% | -1.5% | +1.3% | +0.3% |
| 3M | +1.3% | -4.1% | +5.4% | +2.8% |
| 6M | +108.2% | +0.6% | +107.7% | +107.4% |
| YTD | +40.6% | +11.0% | +29.6% | +35.0% |
| 1Y | +41.2% | +13.3% | +27.9% | +34.6% |
| 3Y | +23.2% | +73.4% | -50.2% | -0.3% |
| 5Y | -9.6% | +57.4% | -67.0% | -26.0% |
| All | +64.3% | +163.0% | -98.7% | +27.5% |
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