+45.2%
UAPR price history and return analytics
+153.2%
-107.9%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +0.2% | +1.0% | -0.8% | -0.2% |
| 30D | +0.3% | -0.2% | +0.6% | +0.4% |
| 3M | +2.5% | +4.5% | -2.0% | +0.8% |
| 6M | +8.6% | +14.1% | -5.5% | +3.4% |
| YTD | +9.2% | +14.8% | -5.6% | +3.7% |
| 1Y | +12.0% | +21.2% | -9.2% | +4.2% |
| 3Y | +36.6% | +76.6% | -40.0% | +11.2% |
| 5Y | +37.9% | +66.6% | -28.7% | +13.6% |
| All | +45.2% | +153.2% | -107.9% | +2.4% |
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