-93.2%
UEIC price history and return analytics
+229.8%
-322.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +2.8% |
| 7D | +1.7% | -1.1% | +2.8% | +2.8% |
| 30D | -14.3% | -1.0% | -13.3% | -13.5% |
| 3M | +28.2% | +3.2% | +25.1% | +23.8% |
| 6M | +40.4% | +12.5% | +27.9% | +23.2% |
| YTD | +39.6% | +14.1% | +25.5% | +20.7% |
| 1Y | +5.0% | +18.9% | -13.9% | -13.0% |
| 3Y | -43.2% | +74.1% | -117.3% | -67.7% |
| 5Y | -89.9% | +66.9% | -156.8% | -94.0% |
| All | -93.2% | +229.8% | -322.9% | -98.2% |
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