+16.4%
UGI vs VT
+222.7%
-206.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.2% | +0.4% | -0.6% | -0.6% |
| 30D | +6.8% | +1.0% | +5.8% | +5.8% |
| 3M | +11.6% | +2.4% | +9.2% | +8.8% |
| 6M | +5.6% | +12.0% | -6.4% | -4.9% |
| YTD | +3.5% | +15.3% | -11.8% | -9.2% |
| 1Y | +14.9% | +22.6% | -7.7% | -4.5% |
| 3Y | +75.6% | +74.7% | +0.9% | +5.3% |
| 5Y | +2.2% | +66.1% | -64.0% | -36.2% |
| All | +16.4% | +222.7% | -206.4% | -62.9% |
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