-11.4%
UGP price history and return analytics
+229.8%
-241.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.3% | -2.7% |
| 7D | +2.3% | -1.1% | +3.4% | +3.8% |
| 30D | +31.1% | -1.0% | +32.1% | +32.8% |
| 3M | +56.6% | +3.2% | +53.4% | +49.2% |
| 6M | +46.7% | +12.5% | +34.2% | +23.3% |
| YTD | +103.5% | +14.1% | +89.4% | +67.8% |
| 1Y | +102.4% | +18.9% | +83.5% | +57.5% |
| 3Y | +113.7% | +74.1% | +39.6% | -7.0% |
| 5Y | +215.6% | +66.9% | +148.8% | +44.7% |
| All | -11.4% | +229.8% | -241.1% | -84.9% |
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