+47.3%
UG price history and return analytics
+346.0%
-298.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.4% |
| 7D | -5.1% | -2.3% | -2.8% | -4.4% |
| 30D | -5.8% | -5.0% | -0.8% | -4.4% |
| 3M | -7.3% | -4.9% | -2.4% | -6.0% |
| 6M | +3.8% | -1.5% | +5.3% | +4.0% |
| YTD | +17.2% | +8.5% | +8.7% | +13.8% |
| 1Y | +10.0% | +11.4% | -1.4% | +6.0% |
| 3Y | +9.5% | +70.1% | -60.6% | -7.7% |
| 5Y | -35.7% | +53.7% | -89.4% | -44.5% |
| 10Y | -22.1% | +220.0% | -242.1% | -46.5% |
| All | +47.3% | +346.0% | -298.7% | -20.2% |
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