-99.8%
UP price history and return analytics
+57.4%
-157.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.6% | -5.4% | -8.3% |
| 7D | -16.6% | +0.4% | -17.0% | -17.8% |
| 30D | -27.6% | -2.6% | -25.0% | -23.8% |
| 3M | -49.4% | -3.2% | -46.1% | -45.8% |
| 6M | -54.1% | +0.9% | -55.0% | -54.8% |
| YTD | -79.0% | +11.3% | -90.3% | -83.1% |
| 1Y | -90.3% | +14.0% | -104.3% | -92.6% |
| 3Y | -89.5% | +75.8% | -165.4% | -96.7% |
| 5Y | -99.8% | +57.8% | -157.6% | -99.9% |
| All | -99.8% | +57.4% | -157.2% | -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 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