+271.3%
UGI vs VT
+374.2%
-102.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.2% | +0.4% | -0.6% | -0.5% |
| 30D | +6.8% | +1.0% | +5.8% | +5.9% |
| 3M | +11.6% | +2.4% | +9.2% | +9.3% |
| 6M | +5.6% | +12.0% | -6.4% | -3.2% |
| YTD | +3.5% | +15.3% | -11.8% | -7.1% |
| 1Y | +14.9% | +22.6% | -7.7% | -1.3% |
| 3Y | +75.6% | +74.7% | +0.9% | +16.7% |
| 5Y | +2.2% | +66.1% | -64.0% | -29.9% |
| 10Y | +18.3% | +225.0% | -206.7% | -47.5% |
| All | +271.3% | +374.2% | -102.9% | +8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling