-32.2%
UIS price history and return analytics
+23.4%
-55.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -2.5% |
| 7D | -4.8% | +0.1% | -4.9% | -5.0% |
| 30D | -13.4% | +0.8% | -14.2% | -14.3% |
| 3M | -38.6% | +2.8% | -41.4% | -41.4% |
| 6M | +11.2% | +13.0% | -1.8% | -9.3% |
| YTD | -6.2% | +15.4% | -21.5% | -27.0% |
| All | -32.2% | +23.4% | -55.5% | -56.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling