+71.4%
UFPT price history and return analytics
+74.2%
-2.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.1% |
| 7D | -4.7% | -0.1% | -4.6% | -4.6% |
| 30D | -14.3% | -0.7% | -13.6% | -13.6% |
| 3M | +20.5% | +4.0% | +16.5% | +15.0% |
| 6M | +29.6% | +12.3% | +17.3% | +12.3% |
| YTD | +25.5% | +14.0% | +11.4% | +6.6% |
| 1Y | +36.5% | +20.3% | +16.2% | +8.1% |
| All | +71.4% | +74.2% | -2.7% | -13.9% |
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 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