+171.2%
UCO price history and return analytics
+65.7%
+105.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.7% |
| 7D | +9.0% | -1.1% | +10.1% | +9.5% |
| 30D | +23.8% | -1.0% | +24.8% | +24.2% |
| 3M | +16.2% | +3.2% | +13.0% | +13.9% |
| 6M | +42.7% | +12.5% | +30.2% | +31.2% |
| YTD | +166.9% | +14.1% | +152.8% | +141.8% |
| 1Y | +128.9% | +18.9% | +109.9% | +100.9% |
| 3Y | +48.8% | +74.1% | -25.3% | -4.4% |
| All | +171.2% | +65.7% | +105.5% | +101.8% |
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 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