+63.5%
UDEC price history and return analytics
+126.6%
-63.1%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | +2.7% | +2.9% | -0.2% | +1.6% |
| 30D | -0.3% | -2.5% | +2.2% | +0.6% |
| 3M | +1.4% | -3.3% | +4.7% | +2.6% |
| 6M | +4.6% | +1.5% | +3.0% | +3.9% |
| YTD | +8.7% | +11.4% | -2.6% | +4.4% |
| 1Y | +10.2% | +11.9% | -1.7% | +5.5% |
| 3Y | +43.0% | +73.9% | -30.9% | +16.9% |
| 5Y | +44.6% | +57.9% | -13.3% | +21.7% |
| All | +63.5% | +126.6% | -63.1% | +19.4% |
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