+151.3%
UGP price history and return analytics
+59.8%
+91.5%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -0.2% |
| 7D | -3.0% | -0.7% | -2.3% | -2.6% |
| 30D | -31.2% | -1.7% | -29.4% | -30.3% |
| 3M | -6.2% | -2.3% | -3.9% | -4.7% |
| 6M | -7.1% | +1.5% | -8.6% | -9.0% |
| YTD | +48.3% | +12.0% | +36.3% | +33.3% |
| 1Y | +28.2% | +12.9% | +15.4% | +14.6% |
| 3Y | +25.5% | +74.9% | -49.4% | -24.3% |
| 5Y | +151.3% | +59.9% | +91.4% | +67.1% |
| All | +151.3% | +59.8% | +91.5% | +67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling