+36.3%
UE price history and return analytics
+240.7%
-204.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -1.5% |
| 7D | 0.0% | +0.4% | -0.4% | -0.6% |
| 30D | +6.7% | -2.6% | +9.3% | +9.2% |
| 3M | -3.5% | -3.2% | -0.3% | -0.7% |
| 6M | -2.6% | +0.9% | -3.5% | -4.8% |
| YTD | +10.8% | +11.3% | -0.5% | -3.2% |
| 1Y | +12.2% | +14.0% | -1.8% | -4.7% |
| 3Y | +44.2% | +75.8% | -31.7% | -24.9% |
| 5Y | +35.7% | +57.8% | -22.1% | -20.1% |
| 10Y | +23.3% | +219.8% | -196.5% | -63.3% |
| All | +36.3% | +240.7% | -204.4% | -62.4% |
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 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