+238.9%
UCC price history and return analytics
+229.8%
+9.1%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.3% |
| 7D | -3.4% | -1.1% | -2.3% | -1.3% |
| 30D | -8.8% | -1.0% | -7.8% | -6.9% |
| 3M | -7.4% | +3.2% | -10.5% | -12.6% |
| 6M | -6.3% | +12.5% | -18.7% | -24.6% |
| YTD | -15.8% | +14.1% | -29.9% | -34.0% |
| 1Y | -16.4% | +18.9% | -35.3% | -39.1% |
| 3Y | +28.6% | +74.1% | -45.5% | -50.4% |
| 5Y | -15.2% | +66.9% | -82.1% | -61.5% |
| All | +238.9% | +229.8% | +9.1% | -31.0% |
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