-100.0%
UCAR price history and return analytics
+83.7%
-183.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -32.8% | +0.9% | -33.7% | -31.4% |
| 7D | +955.2% | -1.1% | +956.3% | +975.2% |
| 30D | +540.5% | -1.0% | +541.4% | +540.4% |
| 3M | +304.1% | +3.2% | +300.9% | +250.7% |
| 6M | -24.7% | +12.5% | -37.2% | -48.8% |
| YTD | -67.3% | +14.1% | -81.4% | -78.2% |
| 1Y | -75.6% | +18.9% | -94.5% | -84.9% |
| 3Y | -99.9% | +74.1% | -174.0% | -100.0% |
| All | -100.0% | +83.7% | -183.7% | -100.0% |
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