-16.7%
UCC price history and return analytics
+65.7%
-82.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.1% |
| 7D | -4.0% | -0.1% | -3.9% | -3.7% |
| 30D | -12.1% | -0.7% | -11.4% | -10.7% |
| 3M | -7.7% | +4.0% | -11.7% | -15.5% |
| 6M | -7.7% | +12.3% | -20.0% | -29.0% |
| YTD | -16.4% | +14.0% | -30.4% | -37.9% |
| 1Y | -15.9% | +20.3% | -36.2% | -44.6% |
| 3Y | +34.5% | +75.4% | -40.9% | -59.6% |
| 5Y | -16.7% | +66.0% | -82.6% | -69.2% |
| All | -16.7% | +65.7% | -82.4% | -69.2% |
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 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