-71.4%
UECG price history and return analytics
+7.6%
-79.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.9% | -9.5% | -5.2% |
| 7D | -9.1% | -2.0% | -7.1% | +3.0% |
| 30D | -12.9% | -1.4% | -11.5% | -3.2% |
| 3M | +17.1% | +4.7% | +12.3% | -5.1% |
| 6M | -61.6% | +11.4% | -72.9% | -72.0% |
| All | -71.4% | +7.6% | -79.0% | -73.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling