+55.8%
UFCS price history and return analytics
+221.8%
-166.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | +6.7% | +2.4% | +4.3% | +4.4% |
| 30D | -8.2% | -1.5% | -6.7% | -7.3% |
| 3M | -4.9% | -4.1% | -0.8% | -1.7% |
| 6M | +5.4% | +0.6% | +4.9% | +3.4% |
| YTD | +41.2% | +11.0% | +30.2% | +25.3% |
| 1Y | +40.7% | +13.3% | +27.3% | +22.2% |
| 3Y | +176.0% | +73.4% | +102.6% | +57.0% |
| 5Y | +162.8% | +57.4% | +105.3% | +63.2% |
| All | +55.8% | +221.8% | -166.0% | -51.4% |
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 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