+54.0%
UCO price history and return analytics
+14.6%
+39.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +0.3% |
| 7D | +6.2% | -0.1% | +6.3% | +5.9% |
| 30D | +21.9% | -0.7% | +22.5% | +20.4% |
| 3M | +11.2% | +4.0% | +7.2% | +23.9% |
| 6M | +54.0% | +12.3% | +41.7% | +120.6% |
| All | +54.0% | +14.6% | +39.4% | +120.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling