+46.0%
UAPR price history and return analytics
+144.4%
-98.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | 0.0% | -0.1% | +0.2% | 0.0% |
| 30D | -0.3% | -3.1% | +2.7% | +0.7% |
| 3M | +1.0% | -3.5% | +4.5% | +2.2% |
| 6M | +3.4% | +0.5% | +2.9% | +3.0% |
| YTD | +9.7% | +10.8% | -1.0% | +5.5% |
| 1Y | +11.1% | +11.9% | -0.8% | +6.4% |
| 3Y | +36.6% | +73.0% | -36.3% | +12.0% |
| 5Y | +37.7% | +58.6% | -20.9% | +15.4% |
| All | +46.0% | +144.4% | -98.4% | +4.1% |
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