-67.3%
UPB price history and return analytics
+20.4%
-87.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.1% |
| 7D | -8.0% | -0.1% | -7.9% | -8.0% |
| 30D | -19.9% | -0.7% | -19.2% | -19.3% |
| 3M | -10.9% | +4.0% | -14.9% | -14.2% |
| 6M | -26.1% | +12.3% | -38.3% | -34.8% |
| YTD | -78.0% | +14.0% | -92.1% | -80.9% |
| 1Y | -67.3% | +20.3% | -87.6% | -75.1% |
| All | -67.3% | +20.4% | -87.8% | -75.1% |
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