-70.1%
UBT price history and return analytics
+57.4%
-127.4%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -0.5% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +11.5% | -2.6% | +14.1% | +12.0% |
| 3M | -1.0% | -3.2% | +2.3% | -0.3% |
| 6M | -7.2% | +0.9% | -8.2% | -7.5% |
| YTD | -8.4% | +11.3% | -19.7% | -10.3% |
| 1Y | -13.0% | +14.0% | -27.0% | -15.2% |
| 3Y | -6.4% | +75.8% | -82.2% | -16.0% |
| 5Y | -70.1% | +57.8% | -127.9% | -75.8% |
| All | -70.1% | +57.4% | -127.4% | -75.8% |
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 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