-89.3%
UFG price history and return analytics
+23.3%
-112.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | 0.0% | -8.3% | -8.3% |
| 7D | +7.7% | +0.4% | +7.3% | +7.4% |
| 30D | +16.0% | +1.0% | +15.0% | +15.1% |
| 3M | -12.1% | +2.4% | -14.4% | -13.7% |
| 6M | -46.6% | +12.0% | -58.6% | -52.2% |
| YTD | -11.3% | +15.3% | -26.6% | -25.4% |
| 1Y | -89.3% | +22.6% | -111.9% | -91.3% |
| All | -89.3% | +23.3% | -112.6% | -91.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling