+3,539.8%
UI price history and return analytics
+411.6%
+3,128.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -3.1% | +0.4% | -3.6% | -3.6% |
| 30D | +2.0% | +1.0% | +1.0% | +0.8% |
| 3M | -0.1% | +2.4% | -2.5% | -2.9% |
| 6M | -27.2% | +12.0% | -39.2% | -36.0% |
| YTD | +5.2% | +15.3% | -10.2% | -10.6% |
| 1Y | +3.1% | +22.6% | -19.4% | -18.1% |
| 3Y | +236.8% | +74.7% | +162.1% | +83.8% |
| 5Y | +83.8% | +66.1% | +17.6% | +7.1% |
| 10Y | +1,075.2% | +225.0% | +850.2% | +245.5% |
| All | +3,539.8% | +411.6% | +3,128.2% | +665.5% |
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