+348.9%
UGL price history and return analytics
+229.8%
+119.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.9% |
| 7D | -4.0% | -1.1% | -2.9% | -3.6% |
| 30D | -3.9% | -1.0% | -2.9% | -3.5% |
| 3M | +3.8% | +3.2% | +0.7% | +2.9% |
| 6M | -34.1% | +12.5% | -46.6% | -36.1% |
| YTD | -9.4% | +14.1% | -23.4% | -12.3% |
| 1Y | +22.3% | +18.9% | +3.4% | +17.3% |
| 3Y | +251.1% | +74.1% | +177.1% | +208.3% |
| 5Y | +248.0% | +66.9% | +181.2% | +203.6% |
| All | +348.9% | +229.8% | +119.1% | +255.7% |
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