+72.8%
UFCS price history and return analytics
+222.7%
-149.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -1.8% |
| 7D | -1.8% | -0.1% | -1.7% | -1.6% |
| 30D | +0.7% | -0.7% | +1.4% | +1.3% |
| 3M | +16.3% | +4.0% | +12.3% | +11.4% |
| 6M | +46.6% | +12.3% | +34.3% | +30.0% |
| YTD | +48.9% | +14.0% | +34.8% | +29.6% |
| 1Y | +76.3% | +20.3% | +56.0% | +45.5% |
| 3Y | +206.0% | +75.4% | +130.6% | +73.1% |
| 5Y | +160.7% | +66.0% | +94.7% | +54.2% |
| 10Y | +72.8% | +228.2% | -155.4% | -50.3% |
| All | +72.8% | +222.7% | -149.9% | -50.3% |
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