-55.6%
UBT price history and return analytics
+221.8%
-277.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.5% |
| 7D | -6.7% | +2.4% | -9.0% | -6.2% |
| 30D | +1.2% | -1.5% | +2.7% | +0.9% |
| 3M | -6.9% | -4.1% | -2.8% | -7.8% |
| 6M | -10.8% | +0.6% | -11.4% | -10.7% |
| YTD | -14.5% | +11.0% | -25.6% | -12.3% |
| 1Y | -18.0% | +13.3% | -31.4% | -15.4% |
| 3Y | -13.5% | +73.4% | -86.9% | +1.9% |
| 5Y | -70.7% | +57.4% | -128.1% | -67.7% |
| All | -55.6% | +221.8% | -277.4% | -28.4% |
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