+329.4%
UFPT price history and return analytics
+65.7%
+263.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | -4.7% | -0.1% | -4.6% | -4.6% |
| 30D | -14.3% | -0.7% | -13.6% | -13.7% |
| 3M | +20.5% | +4.0% | +16.5% | +16.0% |
| 6M | +29.6% | +12.3% | +17.3% | +15.5% |
| YTD | +25.5% | +14.0% | +11.4% | +10.1% |
| 1Y | +36.5% | +20.3% | +16.2% | +13.5% |
| 3Y | +73.0% | +75.4% | -2.4% | +2.2% |
| 5Y | +329.4% | +66.0% | +263.4% | +175.3% |
| All | +329.4% | +65.7% | +263.7% | +175.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling