+274.3%
UGA price history and return analytics
+65.7%
+208.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.0% |
| 7D | +4.1% | -1.1% | +5.2% | +4.3% |
| 30D | +16.8% | -1.0% | +17.8% | +17.0% |
| 3M | +30.8% | +3.2% | +27.6% | +29.8% |
| 6M | +55.3% | +12.5% | +42.9% | +50.2% |
| YTD | +124.7% | +14.1% | +110.6% | +115.7% |
| 1Y | +117.4% | +18.9% | +98.5% | +105.3% |
| 3Y | +85.1% | +74.1% | +11.0% | +47.8% |
| All | +274.3% | +65.7% | +208.6% | +218.4% |
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