+166.0%
UFOX price history and return analytics
+74.2%
+91.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +0.7% |
| 7D | +2.7% | -1.1% | +3.8% | +4.5% |
| 30D | -4.8% | -1.0% | -3.8% | -3.3% |
| 3M | -13.1% | +3.2% | -16.3% | -16.7% |
| 6M | +22.3% | +12.5% | +9.8% | +3.7% |
| YTD | +31.3% | +14.1% | +17.2% | +9.2% |
| 1Y | +36.3% | +18.9% | +17.4% | +7.0% |
| 3Y | +166.0% | +74.1% | +91.9% | +27.6% |
| All | +166.0% | +74.2% | +91.8% | +27.6% |
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