-88.6%
UA price history and return analytics
+239.3%
-327.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.2% |
| 7D | -7.5% | +2.4% | -9.8% | -10.5% |
| 30D | +1.1% | -1.5% | +2.6% | +3.2% |
| 3M | -10.1% | -4.1% | -6.0% | -4.6% |
| 6M | -5.6% | +0.6% | -6.2% | -6.9% |
| YTD | -1.9% | +11.0% | -12.9% | -15.8% |
| 1Y | +5.4% | +13.3% | -8.0% | -12.0% |
| 3Y | -28.4% | +73.4% | -101.8% | -67.4% |
| 5Y | -77.9% | +57.4% | -135.3% | -88.0% |
| 10Y | -81.6% | +221.7% | -303.3% | -95.9% |
| All | -88.6% | +239.3% | -327.8% | -97.6% |
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