-48.6%
ULBI price history and return analytics
+364.8%
-413.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +1.1% |
| 7D | -7.4% | -2.0% | -5.4% | -5.6% |
| 30D | -21.1% | -1.4% | -19.7% | -20.0% |
| 3M | -12.8% | +4.7% | -17.5% | -16.2% |
| 6M | -1.4% | +11.4% | -12.7% | -10.4% |
| YTD | -1.2% | +13.1% | -14.3% | -11.4% |
| 1Y | -15.7% | +19.0% | -34.7% | -27.7% |
| 3Y | -41.2% | +73.9% | -115.2% | -62.9% |
| 5Y | -29.6% | +65.4% | -95.0% | -54.5% |
| 10Y | +38.1% | +225.4% | -187.3% | -52.4% |
| All | -48.6% | +364.8% | -413.4% | -89.4% |
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