+114.3%
UCYB price history and return analytics
+83.3%
+31.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +1.4% |
| 7D | -2.2% | -2.0% | -0.2% | +2.3% |
| 30D | -12.5% | -1.4% | -11.0% | -9.4% |
| 3M | +23.1% | +4.7% | +18.3% | +11.5% |
| 6M | +88.7% | +11.4% | +77.3% | +48.5% |
| YTD | +55.8% | +13.1% | +42.7% | +18.4% |
| 1Y | +37.6% | +19.0% | +18.6% | -6.2% |
| 3Y | +176.0% | +73.9% | +102.1% | -15.9% |
| 5Y | +77.3% | +65.4% | +11.9% | -34.2% |
| All | +114.3% | +83.3% | +31.0% | -35.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling