+0.4%
UBT price history and return analytics
+407.4%
-406.9%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.6% | -3.3% |
| 7D | -0.6% | -0.1% | -0.4% | -0.6% |
| 30D | +8.1% | -3.1% | +11.2% | +6.5% |
| 3M | -1.7% | -3.5% | +1.8% | -3.4% |
| 6M | -10.0% | +0.5% | -10.5% | -9.9% |
| YTD | -11.2% | +10.8% | -21.9% | -6.5% |
| 1Y | -15.3% | +11.9% | -27.2% | -10.4% |
| 3Y | -10.3% | +73.0% | -83.3% | +21.3% |
| 5Y | -69.8% | +58.6% | -128.4% | -62.1% |
| 10Y | -54.9% | +219.2% | -274.1% | +7.7% |
| All | +0.4% | +407.4% | -406.9% | +354.2% |
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