+254.4%
UGL price history and return analytics
+76.6%
+177.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.0% |
| 7D | +1.3% | +1.0% | +0.3% | +0.5% |
| 30D | -0.2% | -0.2% | +0.1% | +0.2% |
| 3M | -1.5% | +4.5% | -6.0% | -4.5% |
| 6M | -33.0% | +14.1% | -47.1% | -38.3% |
| YTD | -8.8% | +14.8% | -23.6% | -15.8% |
| 1Y | +23.0% | +21.2% | +1.8% | +11.0% |
| 3Y | +254.4% | +76.6% | +177.8% | +184.0% |
| All | +254.4% | +76.6% | +177.8% | +184.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling