+46.5%
UAA price history and return analytics
+356.5%
-310.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.6% |
| 7D | -7.0% | +2.4% | -9.4% | -9.6% |
| 30D | +2.5% | -1.5% | +4.0% | +4.4% |
| 3M | -8.2% | -4.1% | -4.1% | -3.4% |
| 6M | -3.9% | +0.6% | -4.5% | -4.9% |
| YTD | -1.2% | +11.0% | -12.2% | -13.0% |
| 1Y | +5.4% | +13.3% | -8.0% | -9.4% |
| 3Y | -29.7% | +73.4% | -103.1% | -63.4% |
| 5Y | -80.4% | +57.4% | -137.8% | -87.9% |
| 10Y | -84.6% | +221.7% | -306.3% | -95.4% |
| All | +46.5% | +356.5% | -310.0% | -68.0% |
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 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