+88.8%
UFO price history and return analytics
+145.7%
-56.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.4% |
| 7D | -1.7% | -2.0% | +0.3% | +0.7% |
| 30D | -10.8% | -1.4% | -9.3% | -9.1% |
| 3M | -18.0% | +4.7% | -22.7% | -22.2% |
| 6M | -5.5% | +11.4% | -16.9% | -16.1% |
| YTD | +10.9% | +13.1% | -2.2% | -3.1% |
| 1Y | +27.2% | +19.0% | +8.2% | +5.3% |
| 3Y | +146.3% | +73.9% | +72.4% | +34.5% |
| 5Y | +48.5% | +65.4% | -16.9% | -13.9% |
| All | +88.8% | +145.7% | -56.9% | -26.9% |
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 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