-85.2%
UPB price history and return analytics
+15.2%
-100.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.7% | +7.4% | +7.4% |
| 7D | +24.2% | -0.3% | +24.5% | +24.4% |
| 30D | -23.7% | -1.4% | -22.3% | -22.6% |
| 3M | -45.5% | -1.4% | -44.1% | -44.7% |
| 6M | -60.3% | +5.5% | -65.7% | -62.4% |
| YTD | -86.4% | +12.8% | -99.2% | -87.9% |
| 1Y | -85.2% | +15.4% | -100.7% | -87.1% |
| All | -85.2% | +15.2% | -100.4% | -87.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling