+66.6%
UJB price history and return analytics
+222.7%
-156.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | -0.9% | +2.9% | -3.8% | -2.8% |
| 30D | +0.5% | -2.5% | +3.0% | +2.1% |
| 3M | -4.7% | -3.3% | -1.4% | -2.7% |
| 6M | -3.7% | +1.5% | -5.2% | -5.0% |
| YTD | -3.1% | +11.4% | -14.5% | -10.4% |
| 1Y | -1.6% | +11.9% | -13.6% | -9.4% |
| 3Y | +31.4% | +73.9% | -42.4% | -11.3% |
| 5Y | +8.8% | +57.9% | -49.1% | -22.4% |
| All | +66.6% | +222.7% | -156.1% | -11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling