+269.8%
UBS price history and return analytics
+371.8%
-102.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.2% |
| 7D | +1.7% | +1.0% | +0.7% | +0.3% |
| 30D | +2.4% | -0.2% | +2.7% | +2.8% |
| 3M | +16.5% | +4.5% | +11.9% | +9.2% |
| 6M | +47.0% | +14.1% | +32.9% | +21.7% |
| YTD | +22.0% | +14.8% | +7.2% | +0.1% |
| 1Y | +39.3% | +21.2% | +18.2% | +5.5% |
| 3Y | +134.7% | +76.6% | +58.2% | +2.7% |
| 5Y | +280.6% | +66.6% | +214.0% | +82.0% |
| 10Y | +411.5% | +222.3% | +189.3% | -10.6% |
| All | +269.8% | +371.8% | -102.0% | -39.7% |
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 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