-89.6%
UP price history and return analytics
+69.7%
-159.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -1.2% |
| 7D | -11.0% | -2.3% | -8.7% | -6.7% |
| 30D | -25.1% | -5.0% | -20.1% | -16.7% |
| 3M | -47.7% | -4.9% | -42.8% | -41.8% |
| 6M | -52.7% | -1.5% | -51.2% | -51.0% |
| YTD | -78.4% | +8.5% | -86.8% | -81.7% |
| 1Y | -88.7% | +11.4% | -100.1% | -91.0% |
| 3Y | -89.6% | +70.1% | -159.6% | -97.3% |
| All | -89.6% | +69.7% | -159.3% | -97.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling