-87.6%
UONEK price history and return analytics
+229.8%
-317.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.9% | -9.5% | -9.3% |
| 7D | -2.9% | -1.1% | -1.8% | -2.1% |
| 30D | -20.8% | -1.0% | -19.8% | -20.3% |
| 3M | -13.5% | +3.2% | -16.7% | -15.7% |
| 6M | -42.8% | +12.5% | -55.2% | -48.4% |
| YTD | -53.1% | +14.1% | -67.2% | -58.2% |
| 1Y | -48.3% | +18.9% | -67.2% | -55.8% |
| 3Y | -92.2% | +74.1% | -166.3% | -95.2% |
| 5Y | -93.9% | +66.9% | -160.8% | -96.1% |
| All | -87.6% | +229.8% | -317.4% | -95.8% |
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 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