-38.0%
UBRL price history and return analytics
+44.5%
-82.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.3% |
| 7D | -13.9% | -0.1% | -13.7% | -13.6% |
| 30D | -18.1% | -0.7% | -17.4% | -16.9% |
| 3M | -4.0% | +4.0% | -8.0% | -12.1% |
| 6M | -17.3% | +12.3% | -29.6% | -36.3% |
| YTD | -34.4% | +14.0% | -48.5% | -51.8% |
| 1Y | -54.7% | +20.3% | -75.0% | -70.5% |
| All | -38.0% | +44.5% | -82.5% | -73.8% |
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