+75.6%
UOCT price history and return analytics
+147.7%
-72.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +0.3% | +1.0% | -0.7% | 0.0% |
| 30D | +0.7% | -0.2% | +0.9% | +0.7% |
| 3M | +3.2% | +4.5% | -1.3% | +1.5% |
| 6M | +8.2% | +14.1% | -5.9% | +2.9% |
| YTD | +7.9% | +14.8% | -6.9% | +2.4% |
| 1Y | +10.5% | +21.2% | -10.7% | +2.8% |
| 3Y | +38.8% | +76.6% | -37.7% | +12.4% |
| 5Y | +51.5% | +66.6% | -15.1% | +24.2% |
| All | +75.6% | +147.7% | -72.1% | +22.9% |
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