-56.3%
UONEK price history and return analytics
+23.3%
-79.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -1.2% | +0.4% | -1.6% | -1.2% |
| 30D | -22.7% | +1.0% | -23.7% | -22.7% |
| 3M | -15.3% | +2.4% | -17.7% | -15.5% |
| 6M | -48.8% | +12.0% | -60.8% | -46.6% |
| YTD | -51.7% | +15.3% | -67.1% | -47.6% |
| 1Y | -56.3% | +22.6% | -78.9% | -48.3% |
| All | -56.3% | +23.3% | -79.6% | -48.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling