-78.3%
UAA price history and return analytics
+63.7%
-141.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +2.8% |
| 7D | -4.2% | -2.0% | -2.2% | -1.0% |
| 30D | -6.9% | -1.4% | -5.5% | -4.7% |
| 3M | -12.8% | +4.7% | -17.5% | -19.4% |
| 6M | -25.6% | +11.4% | -36.9% | -38.3% |
| YTD | 0.0% | +13.1% | -13.1% | -18.7% |
| 1Y | -0.6% | +19.0% | -19.6% | -26.0% |
| 3Y | -31.7% | +73.9% | -105.7% | -73.9% |
| 5Y | -78.3% | +65.4% | -143.7% | -90.6% |
| All | -78.3% | +63.7% | -141.9% | -90.6% |
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 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