-58.4%
UCO price history and return analytics
+229.8%
-288.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -2.3% |
| 7D | +9.0% | -1.1% | +10.1% | +10.3% |
| 30D | +23.8% | -1.0% | +24.8% | +24.8% |
| 3M | +16.2% | +3.2% | +13.0% | +10.2% |
| 6M | +42.7% | +12.5% | +30.2% | +16.9% |
| YTD | +166.9% | +14.1% | +152.8% | +113.1% |
| 1Y | +128.9% | +18.9% | +109.9% | +72.4% |
| 3Y | +48.8% | +74.1% | -25.3% | -37.0% |
| 5Y | +177.8% | +66.9% | +111.0% | +23.1% |
| All | -58.4% | +229.8% | -288.2% | -92.2% |
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 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