+965.3%
UCTT price history and return analytics
+229.8%
+735.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.2% | +2.3% |
| 7D | +2.2% | -1.1% | +3.3% | +4.6% |
| 30D | -18.3% | -1.0% | -17.3% | -16.4% |
| 3M | -29.4% | +3.2% | -32.5% | -31.8% |
| 6M | +28.9% | +12.5% | +16.5% | +7.9% |
| YTD | +192.3% | +14.1% | +178.2% | +140.8% |
| 1Y | +190.1% | +18.9% | +171.2% | +124.9% |
| 3Y | +148.7% | +74.1% | +74.6% | +3.1% |
| 5Y | +60.4% | +66.9% | -6.5% | -23.1% |
| All | +965.3% | +229.8% | +735.5% | +115.0% |
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