+963.4%
UGE price history and return analytics
+356.1%
+607.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.8% | -3.8% |
| 7D | +4.1% | -1.6% | +5.7% | +6.0% |
| 30D | +21.2% | -2.5% | +23.7% | +24.3% |
| 3M | +9.0% | -1.3% | +10.3% | +10.1% |
| 6M | +10.2% | +3.1% | +7.1% | +4.0% |
| YTD | +27.3% | +10.9% | +16.3% | +9.2% |
| 1Y | +34.8% | +12.1% | +22.7% | +13.9% |
| 3Y | +53.9% | +73.9% | -20.0% | -26.7% |
| 5Y | -24.9% | +58.0% | -82.8% | -57.8% |
| 10Y | +155.4% | +225.5% | -70.1% | -31.3% |
| All | +963.4% | +356.1% | +607.3% | +87.8% |
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