-34.3%
UBRL price history and return analytics
+45.4%
-79.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -5.9% |
| 7D | -5.5% | +1.0% | -6.5% | -7.4% |
| 30D | -6.5% | -0.2% | -6.2% | -6.1% |
| 3M | +2.4% | +4.5% | -2.2% | -7.3% |
| 6M | -15.2% | +14.1% | -29.3% | -37.0% |
| YTD | -30.5% | +14.8% | -45.3% | -49.7% |
| 1Y | -50.8% | +21.2% | -72.0% | -68.5% |
| All | -34.3% | +45.4% | -79.7% | -72.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling