+2,959.8%
UFPT price history and return analytics
+356.5%
+2,603.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +0.5% | +2.4% | -1.8% | -1.2% |
| 30D | +4.8% | -1.5% | +6.3% | +6.5% |
| 3M | -4.6% | -4.1% | -0.5% | -1.1% |
| 6M | +39.2% | +0.6% | +38.6% | +39.3% |
| YTD | +37.4% | +11.0% | +26.4% | +27.9% |
| 1Y | +30.2% | +13.3% | +16.9% | +19.4% |
| 3Y | +114.0% | +73.4% | +40.6% | +45.1% |
| 5Y | +348.7% | +57.4% | +291.3% | +225.7% |
| 10Y | +1,082.4% | +221.7% | +860.7% | +420.1% |
| All | +2,959.8% | +356.5% | +2,603.3% | +1,125.7% |
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