-29.5%
ULBI price history and return analytics
+65.7%
-95.2%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.8% |
| 7D | -8.6% | -1.1% | -7.5% | -7.6% |
| 30D | -22.4% | -1.0% | -21.5% | -21.6% |
| 3M | -13.8% | +3.2% | -17.0% | -16.3% |
| 6M | -4.8% | +12.5% | -17.2% | -15.5% |
| YTD | -2.1% | +14.1% | -16.2% | -14.3% |
| 1Y | -19.4% | +18.9% | -38.3% | -32.3% |
| 3Y | -45.5% | +74.1% | -119.6% | -66.3% |
| All | -29.5% | +65.7% | -95.2% | -56.8% |
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