+7.6%
UFIV price history and return analytics
+91.2%
-83.6%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -1.0% | -1.1% | +0.1% | -1.0% |
| 30D | -1.4% | -1.0% | -0.5% | -1.4% |
| 3M | -1.6% | +3.2% | -4.8% | -1.7% |
| 6M | -2.3% | +12.5% | -14.8% | -2.6% |
| YTD | -2.0% | +14.1% | -16.0% | -2.2% |
| 1Y | -1.5% | +18.9% | -20.4% | -1.8% |
| 3Y | +9.9% | +74.1% | -64.2% | +7.7% |
| All | +7.6% | +91.2% | -83.6% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling