-84.6%
UPB price history and return analytics
+34.6%
-119.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -4.9% |
| 7D | -0.3% | -0.1% | -0.2% | +0.9% |
| 30D | -28.1% | -3.1% | -25.0% | -24.5% |
| 3M | -54.6% | -3.5% | -51.1% | -52.0% |
| 6M | -62.8% | +0.5% | -63.3% | -62.8% |
| YTD | -87.6% | +10.8% | -98.3% | -89.1% |
| 1Y | -85.6% | +11.9% | -97.5% | -87.6% |
| All | -84.6% | +34.6% | -119.3% | -88.5% |
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