+208.0%
UGP price history and return analytics
+65.7%
+142.3%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.3% |
| 7D | +4.2% | -0.1% | +4.3% | +4.3% |
| 30D | +27.3% | -0.7% | +28.0% | +28.0% |
| 3M | +57.4% | +4.0% | +53.4% | +51.7% |
| 6M | +48.3% | +12.3% | +36.0% | +33.2% |
| YTD | +102.9% | +14.0% | +88.9% | +80.0% |
| 1Y | +105.1% | +20.3% | +84.8% | +73.8% |
| 3Y | +121.9% | +75.4% | +46.5% | +32.5% |
| 5Y | +208.0% | +66.0% | +142.0% | +99.3% |
| All | +208.0% | +65.7% | +142.3% | +99.3% |
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