-93.7%
UONEK price history and return analytics
+65.7%
-159.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +0.9% | -9.5% | -9.4% |
| 7D | -2.9% | -1.1% | -1.8% | -2.0% |
| 30D | -20.8% | -1.0% | -19.8% | -20.2% |
| 3M | -13.5% | +3.2% | -16.7% | -16.0% |
| 6M | -42.8% | +12.5% | -55.2% | -49.1% |
| YTD | -53.1% | +14.1% | -67.2% | -58.8% |
| 1Y | -48.3% | +18.9% | -67.2% | -56.8% |
| 3Y | -92.2% | +74.1% | -166.3% | -95.8% |
| All | -93.7% | +65.7% | -159.3% | -96.3% |
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 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