+181.6%
UFO price history and return analytics
+75.6%
+106.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | -0.7% |
| 7D | +7.0% | -0.7% | +7.7% | +8.3% |
| 30D | +1.6% | -1.7% | +3.3% | +4.5% |
| 3M | -12.0% | -2.3% | -9.7% | -8.6% |
| 6M | -25.0% | +1.5% | -26.5% | -26.1% |
| YTD | +9.3% | +12.0% | -2.8% | -6.6% |
| 1Y | +22.0% | +12.9% | +9.2% | +3.5% |
| All | +181.6% | +75.6% | +106.0% | +28.4% |
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