+62.1%
UFCS price history and return analytics
+223.7%
-161.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | 0.0% |
| 7D | -14.4% | +0.4% | -14.8% | -14.9% |
| 30D | -11.4% | -2.6% | -8.8% | -9.5% |
| 3M | -10.0% | -3.2% | -6.7% | -7.7% |
| 6M | +2.2% | +0.9% | +1.2% | -0.1% |
| YTD | +35.5% | +11.3% | +24.2% | +20.1% |
| 1Y | +40.1% | +14.0% | +26.1% | +21.1% |
| 3Y | +165.1% | +75.8% | +89.2% | +49.0% |
| 5Y | +141.3% | +57.8% | +83.5% | +49.8% |
| 10Y | +62.1% | +219.8% | -157.7% | -46.9% |
| All | +62.1% | +223.7% | -161.6% | -46.9% |
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 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