+3,049.9%
UFPT price history and return analytics
+360.7%
+2,689.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.9% |
| 7D | -4.8% | -0.7% | -4.1% | -4.0% |
| 30D | +6.2% | -1.7% | +7.9% | +8.0% |
| 3M | -2.4% | -2.3% | -0.1% | -0.3% |
| 6M | +41.5% | +1.5% | +40.0% | +40.6% |
| YTD | +41.4% | +12.0% | +29.4% | +30.7% |
| 1Y | +27.9% | +12.9% | +15.0% | +17.6% |
| 3Y | +120.1% | +74.9% | +45.1% | +48.1% |
| 5Y | +362.7% | +59.9% | +302.7% | +231.9% |
| 10Y | +1,117.2% | +224.6% | +892.6% | +431.6% |
| All | +3,049.9% | +360.7% | +2,689.3% | +1,152.9% |
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 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