+18.3%
UGI vs VT
+215.5%
-197.2%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -4.2% | -2.3% | -1.9% | -2.5% |
| 30D | +1.1% | -5.0% | +6.0% | +5.1% |
| 3M | +9.1% | -4.9% | +14.0% | +13.2% |
| 6M | +7.8% | -1.5% | +9.4% | +8.2% |
| YTD | +2.1% | +8.5% | -6.4% | -6.1% |
| 1Y | +14.4% | +11.4% | +3.0% | +2.8% |
| 3Y | +96.6% | +70.1% | +26.5% | +20.0% |
| 5Y | +5.0% | +53.7% | -48.7% | -30.1% |
| All | +18.3% | +215.5% | -197.2% | -61.9% |
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