-62.4%
UBT price history and return analytics
+222.7%
-285.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.6% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -0.3% | -0.7% | +0.4% | -0.4% |
| 3M | -7.0% | +4.0% | -11.0% | -6.2% |
| 6M | -14.2% | +12.3% | -26.5% | -11.9% |
| YTD | -9.9% | +14.0% | -23.9% | -7.0% |
| 1Y | -13.1% | +20.3% | -33.4% | -8.9% |
| 3Y | -21.6% | +75.4% | -97.0% | -7.9% |
| 5Y | -70.1% | +66.0% | -136.0% | -66.3% |
| 10Y | -62.4% | +228.2% | -290.6% | -39.7% |
| All | -62.4% | +222.7% | -285.1% | -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 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