+263.4%
UFOX price history and return analytics
+157.2%
+106.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.4% |
| 7D | +3.9% | +1.0% | +2.9% | +2.6% |
| 30D | -4.5% | -0.2% | -4.3% | -4.2% |
| 3M | -13.5% | +4.5% | -18.0% | -17.5% |
| 6M | +25.4% | +14.1% | +11.4% | +8.5% |
| YTD | +30.2% | +14.8% | +15.4% | +12.0% |
| 1Y | +40.3% | +21.2% | +19.1% | +13.6% |
| 3Y | +164.2% | +76.6% | +87.6% | +43.2% |
| 5Y | +129.2% | +66.6% | +62.6% | +33.1% |
| All | +263.4% | +157.2% | +106.1% | +36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling