+62.5%
UDEC price history and return analytics
+125.4%
-63.0%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | 0.0% | -0.1% | +0.1% | +0.1% |
| 30D | -0.9% | -3.1% | +2.2% | +0.2% |
| 3M | +0.8% | -3.5% | +4.3% | +2.0% |
| 6M | +3.9% | +0.5% | +3.4% | +3.6% |
| YTD | +8.0% | +10.8% | -2.7% | +3.9% |
| 1Y | +9.7% | +11.9% | -2.2% | +5.1% |
| 3Y | +42.1% | +73.0% | -30.9% | +16.4% |
| 5Y | +43.7% | +58.6% | -14.9% | +20.7% |
| All | +62.5% | +125.4% | -63.0% | +18.9% |
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 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