-99.9%
UP price history and return analytics
+97.9%
-197.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.3% | -7.4% | -7.1% |
| 7D | -20.1% | +2.4% | -22.4% | -23.7% |
| 30D | -29.1% | -1.5% | -27.6% | -27.1% |
| 3M | -56.0% | -4.1% | -51.9% | -52.1% |
| 6M | -57.7% | +0.6% | -58.3% | -57.8% |
| YTD | -82.7% | +11.0% | -93.7% | -85.7% |
| 1Y | -90.0% | +13.3% | -103.3% | -92.0% |
| 3Y | -90.6% | +73.4% | -164.0% | -96.5% |
| 5Y | -99.8% | +57.4% | -157.2% | -99.9% |
| All | -99.9% | +97.9% | -197.8% | -100.0% |
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