-99.8%
UP price history and return analytics
+104.5%
-204.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.4% |
| 7D | +1.8% | +1.0% | +0.8% | -0.2% |
| 30D | -18.9% | -0.2% | -18.7% | -18.5% |
| 3M | -38.5% | +4.5% | -43.1% | -43.7% |
| 6M | -59.4% | +14.1% | -73.4% | -68.5% |
| YTD | -66.3% | +14.8% | -81.1% | -74.0% |
| 1Y | -90.4% | +21.2% | -111.6% | -93.3% |
| 3Y | -91.7% | +76.6% | -168.2% | -97.0% |
| 5Y | -99.7% | +66.6% | -166.3% | -99.9% |
| All | -99.8% | +104.5% | -204.3% | -99.9% |
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 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