-31.3%
UBEW price history and return analytics
+17.0%
-48.3%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.3% | -2.2% |
| 7D | -6.9% | -1.1% | -5.8% | -5.9% |
| 30D | -6.0% | -1.0% | -5.1% | -5.2% |
| 3M | +2.6% | +3.2% | -0.6% | -0.3% |
| 6M | -6.7% | +12.5% | -19.2% | -17.8% |
| YTD | -17.0% | +14.1% | -31.1% | -29.1% |
| All | -31.3% | +17.0% | -48.3% | -42.9% |
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