-89.9%
UIS price history and return analytics
+65.7%
-155.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -2.9% | -2.5% |
| 7D | -6.5% | -0.1% | -6.4% | -6.3% |
| 30D | -15.6% | -0.7% | -14.9% | -14.4% |
| 3M | -36.3% | +4.0% | -40.3% | -40.7% |
| 6M | +3.8% | +12.3% | -8.5% | -14.3% |
| YTD | -11.6% | +14.0% | -25.6% | -28.6% |
| 1Y | -37.8% | +20.3% | -58.1% | -53.6% |
| 3Y | -37.8% | +75.4% | -113.2% | -73.1% |
| 5Y | -89.9% | +66.0% | -155.8% | -95.3% |
| All | -89.9% | +65.7% | -155.5% | -95.3% |
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