-92.9%
UIS price history and return analytics
+356.5%
-449.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.3% |
| 7D | +5.9% | +2.4% | +3.6% | +2.5% |
| 30D | +31.9% | -1.5% | +33.4% | +33.9% |
| 3M | -1.0% | -4.1% | +3.1% | +4.4% |
| 6M | -8.1% | +0.6% | -8.6% | -9.7% |
| YTD | +3.3% | +11.0% | -7.8% | -11.1% |
| 1Y | +6.3% | +13.3% | -7.0% | -10.9% |
| 3Y | -32.5% | +73.4% | -105.9% | -67.1% |
| 5Y | -86.3% | +57.4% | -143.7% | -92.2% |
| 10Y | -77.7% | +221.7% | -299.4% | -95.0% |
| All | -92.9% | +356.5% | -449.4% | -98.7% |
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