+63.3%
UL price history and return analytics
+226.9%
-163.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.9% |
| 7D | -4.1% | -2.0% | -2.1% | -3.0% |
| 30D | -1.2% | -1.4% | +0.2% | -0.5% |
| 3M | +6.0% | +4.7% | +1.3% | +3.2% |
| 6M | -5.5% | +11.4% | -16.8% | -11.1% |
| YTD | -3.3% | +13.1% | -16.4% | -9.9% |
| 1Y | -9.8% | +19.0% | -28.8% | -18.4% |
| 3Y | +20.1% | +73.9% | -53.8% | -13.9% |
| 5Y | +19.2% | +65.4% | -46.2% | -12.7% |
| All | +63.3% | +226.9% | -163.5% | -27.0% |
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