-12.3%
UFI price history and return analytics
+368.9%
-381.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.4% | -0.5% |
| 7D | -5.1% | -1.1% | -3.9% | -3.9% |
| 30D | -0.7% | -1.0% | +0.3% | +0.2% |
| 3M | +64.1% | +3.2% | +60.9% | +58.3% |
| 6M | +82.7% | +12.5% | +70.2% | +59.8% |
| YTD | +93.1% | +14.1% | +79.1% | +66.1% |
| 1Y | +51.6% | +18.9% | +32.7% | +24.0% |
| 3Y | -2.6% | +74.1% | -76.7% | -49.3% |
| 5Y | -67.3% | +66.9% | -134.2% | -82.1% |
| 10Y | -74.6% | +228.3% | -302.9% | -93.5% |
| All | -12.3% | +368.9% | -381.3% | -86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling