-75.3%
UA price history and return analytics
+63.7%
-139.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +2.2% |
| 7D | -5.1% | -2.0% | -3.1% | -2.0% |
| 30D | -6.9% | -1.4% | -5.5% | -4.7% |
| 3M | -12.5% | +4.7% | -17.2% | -18.8% |
| 6M | -25.2% | +11.4% | -36.5% | -37.5% |
| YTD | +0.8% | +13.1% | -12.2% | -17.4% |
| 1Y | -0.6% | +19.0% | -19.6% | -25.0% |
| 3Y | -27.0% | +73.9% | -100.9% | -70.9% |
| 5Y | -75.3% | +65.4% | -140.7% | -89.0% |
| All | -75.3% | +63.7% | -139.0% | -89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling