+0.6%
UBT price history and return analytics
+413.1%
-412.5%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.8% |
| 7D | -2.0% | -0.7% | -1.3% | -2.3% |
| 30D | +8.5% | -1.7% | +10.2% | +7.6% |
| 3M | -2.1% | -2.3% | +0.2% | -3.3% |
| 6M | -8.7% | +1.5% | -10.2% | -8.1% |
| YTD | -11.0% | +12.0% | -23.0% | -5.8% |
| 1Y | -15.6% | +12.9% | -28.5% | -10.4% |
| 3Y | -10.2% | +74.9% | -85.1% | +22.3% |
| 5Y | -69.9% | +59.9% | -129.8% | -62.0% |
| 10Y | -54.3% | +224.6% | -279.0% | +10.2% |
| All | +0.6% | +413.1% | -412.5% | +357.8% |
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 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