+1,034.4%
UGE price history and return analytics
+363.9%
+670.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.7% | +5.0% | +4.7% |
| 7D | +13.1% | -0.3% | +13.4% | +13.5% |
| 30D | +28.1% | -1.4% | +29.6% | +29.9% |
| 3M | +15.1% | -1.4% | +16.5% | +16.4% |
| 6M | +19.2% | +5.5% | +13.7% | +9.6% |
| YTD | +35.8% | +12.8% | +22.9% | +14.3% |
| 1Y | +42.1% | +15.4% | +26.6% | +16.0% |
| 3Y | +64.2% | +76.9% | -12.7% | -23.3% |
| 5Y | -20.8% | +60.4% | -81.2% | -56.2% |
| 10Y | +177.4% | +232.8% | -55.4% | -27.2% |
| All | +1,034.4% | +363.9% | +670.5% | +96.5% |
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