-29.6%
UBEW price history and return analytics
+17.7%
-47.3%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.0% |
| 7D | -3.0% | +1.0% | -4.0% | -3.8% |
| 30D | -3.1% | -0.2% | -2.8% | -2.9% |
| 3M | +3.8% | +4.5% | -0.7% | -0.3% |
| 6M | -5.1% | +14.1% | -19.1% | -17.4% |
| YTD | -14.9% | +14.8% | -29.7% | -27.7% |
| All | -29.6% | +17.7% | -47.3% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling