+101.2%
UGP price history and return analytics
+357.8%
-256.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +4.4% |
| 7D | +1.3% | +2.9% | -1.6% | -2.2% |
| 30D | -27.7% | -2.5% | -25.2% | -25.9% |
| 3M | -0.9% | -3.3% | +2.4% | +2.5% |
| 6M | -4.7% | +1.5% | -6.2% | -7.6% |
| YTD | +53.8% | +11.4% | +42.4% | +33.0% |
| 1Y | +35.8% | +11.9% | +23.9% | +16.8% |
| 3Y | +30.1% | +73.9% | -43.7% | -36.0% |
| 5Y | +159.5% | +57.9% | +101.6% | +42.1% |
| 10Y | -23.7% | +222.6% | -246.3% | -80.2% |
| All | +101.2% | +357.8% | -256.7% | -66.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling