-83.7%
UFG price history and return analytics
+39.2%
-122.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.9% | -8.6% | -9.1% |
| 7D | -0.9% | -2.0% | +1.1% | 0.0% |
| 30D | +10.5% | -1.4% | +11.9% | +11.2% |
| 3M | -23.5% | +4.7% | -28.2% | -25.3% |
| 6M | -37.3% | +11.4% | -48.7% | -40.1% |
| YTD | -4.1% | +13.1% | -17.2% | -9.3% |
| 1Y | -91.9% | +19.0% | -110.9% | -92.4% |
| All | -83.7% | +39.2% | -122.9% | -85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling