+165.6%
UFPI price history and return analytics
+229.8%
-64.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.4% | -0.6% |
| 7D | -4.5% | -1.1% | -3.4% | -3.2% |
| 30D | -11.8% | -1.0% | -10.9% | -10.8% |
| 3M | -4.2% | +3.2% | -7.3% | -7.8% |
| 6M | -10.3% | +12.5% | -22.8% | -22.5% |
| YTD | -10.4% | +14.1% | -24.5% | -24.1% |
| 1Y | -20.1% | +18.9% | -39.0% | -35.8% |
| 3Y | -18.8% | +74.1% | -92.9% | -59.1% |
| 5Y | +22.1% | +66.9% | -44.8% | -34.7% |
| All | +165.6% | +229.8% | -64.2% | -42.5% |
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