-87.0%
UAA price history and return analytics
+229.8%
-316.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +1.5% |
| 7D | -2.7% | -1.1% | -1.6% | -1.0% |
| 30D | -2.9% | -1.0% | -1.9% | -1.3% |
| 3M | -15.0% | +3.2% | -18.1% | -19.1% |
| 6M | -21.6% | +12.5% | -34.1% | -34.8% |
| YTD | +2.8% | +14.1% | -11.2% | -15.8% |
| 1Y | +1.6% | +18.9% | -17.3% | -21.8% |
| 3Y | -28.6% | +74.1% | -102.7% | -68.9% |
| 5Y | -77.7% | +66.9% | -144.5% | -89.1% |
| All | -87.0% | +229.8% | -316.8% | -97.4% |
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