+523.9%
UAN price history and return analytics
+229.8%
+294.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.9% |
| 7D | +3.9% | -1.1% | +5.0% | +5.0% |
| 30D | +13.7% | -1.0% | +14.7% | +14.7% |
| 3M | +25.8% | +3.2% | +22.7% | +21.2% |
| 6M | +14.5% | +12.5% | +2.0% | -1.2% |
| YTD | +44.3% | +14.1% | +30.3% | +21.7% |
| 1Y | +78.2% | +18.9% | +59.3% | +42.7% |
| 3Y | +134.6% | +74.1% | +60.5% | +16.8% |
| 5Y | +399.3% | +66.9% | +332.4% | +157.7% |
| All | +523.9% | +229.8% | +294.1% | +40.4% |
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