-92.9%
UIS price history and return analytics
+357.8%
-450.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.9% |
| 7D | +16.7% | +2.9% | +13.8% | +12.0% |
| 30D | +30.5% | -2.5% | +33.0% | +34.3% |
| 3M | +1.4% | -3.3% | +4.7% | +5.8% |
| 6M | -11.4% | +1.5% | -13.0% | -14.2% |
| YTD | +4.0% | +11.4% | -7.4% | -10.9% |
| 1Y | +2.9% | +11.9% | -9.0% | -12.2% |
| 3Y | -34.9% | +73.9% | -108.8% | -68.5% |
| 5Y | -86.2% | +57.9% | -144.1% | -92.2% |
| 10Y | -77.6% | +222.6% | -300.2% | -95.0% |
| All | -92.9% | +357.8% | -450.7% | -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