-88.0%
UA price history and return analytics
+250.7%
-338.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.6% |
| 7D | +3.1% | +1.0% | +2.1% | +1.7% |
| 30D | -16.5% | -0.2% | -16.3% | -16.1% |
| 3M | -10.0% | +4.5% | -14.5% | -15.7% |
| 6M | -22.8% | +14.1% | -36.8% | -36.5% |
| YTD | +3.1% | +14.8% | -11.6% | -15.4% |
| 1Y | +0.6% | +21.2% | -20.6% | -23.7% |
| 3Y | -25.3% | +76.6% | -101.9% | -66.8% |
| 5Y | -74.6% | +66.6% | -141.2% | -87.2% |
| 10Y | -85.9% | +222.3% | -308.2% | -96.9% |
| All | -88.0% | +250.7% | -338.6% | -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