-90.1%
UEIC price history and return analytics
+65.7%
-155.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +23.9% |
| 6M | +40.4% | +12.5% | +27.9% | +23.3% |
| YTD | +39.6% | +14.1% | +25.5% | +20.7% |
| 1Y | +5.0% | +18.9% | -13.9% | -13.1% |
| 3Y | -43.2% | +74.1% | -117.3% | -67.7% |
| All | -90.1% | +65.7% | -155.7% | -94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling