+458.8%
UGA price history and return analytics
+229.8%
+229.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.4% |
| 7D | +4.1% | -1.1% | +5.2% | +4.8% |
| 30D | +16.8% | -1.0% | +17.8% | +17.5% |
| 3M | +30.8% | +3.2% | +27.6% | +27.5% |
| 6M | +55.3% | +12.5% | +42.9% | +40.3% |
| YTD | +124.7% | +14.1% | +110.6% | +100.2% |
| 1Y | +117.4% | +18.9% | +98.5% | +87.3% |
| 3Y | +85.1% | +74.1% | +11.0% | +14.2% |
| 5Y | +277.4% | +66.9% | +210.6% | +138.6% |
| All | +458.8% | +229.8% | +229.0% | +123.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling