-67.6%
UEIC price history and return analytics
+356.5%
-424.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.8% |
| 7D | +24.1% | +2.4% | +21.7% | +21.5% |
| 30D | +37.6% | -1.5% | +39.1% | +40.3% |
| 3M | +39.4% | -4.1% | +43.5% | +45.9% |
| 6M | +87.2% | +0.6% | +86.6% | +85.7% |
| YTD | +99.6% | +11.0% | +88.6% | +77.4% |
| 1Y | +142.6% | +13.3% | +129.3% | +111.3% |
| 3Y | -13.8% | +73.4% | -87.2% | -51.1% |
| 5Y | -81.8% | +57.4% | -139.2% | -88.6% |
| 10Y | -89.4% | +221.7% | -311.1% | -96.8% |
| All | -67.6% | +356.5% | -424.1% | -92.8% |
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