+79.5%
UFO price history and return analytics
+141.3%
-61.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.8% | -0.7% |
| 7D | +4.3% | +2.4% | +2.0% | +1.5% |
| 30D | +2.4% | -1.5% | +3.9% | +4.5% |
| 3M | -16.0% | -4.1% | -11.9% | -11.4% |
| 6M | -27.7% | +0.6% | -28.3% | -27.5% |
| YTD | +5.4% | +11.0% | -5.6% | -5.6% |
| 1Y | +22.2% | +13.3% | +8.8% | +7.1% |
| 3Y | +171.7% | +73.4% | +98.3% | +49.5% |
| 5Y | +44.2% | +57.4% | -13.2% | -11.2% |
| All | +79.5% | +141.3% | -61.8% | -28.8% |
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 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