+63.9%
UTZ price history and return analytics
+163.7%
-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% | +2.6% | -2.6% | -1.0% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | -0.4% | -2.6% | +2.2% | +0.5% |
| 3M | +1.4% | -3.2% | +4.6% | +2.5% |
| 6M | +92.4% | +0.9% | +91.5% | +91.3% |
| YTD | +40.2% | +11.3% | +28.9% | +34.5% |
| 1Y | +47.8% | +14.0% | +33.8% | +40.5% |
| 3Y | +24.9% | +75.8% | -51.0% | +0.5% |
| 5Y | -2.1% | +57.8% | -59.9% | -19.9% |
| All | +63.9% | +163.7% | -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