-87.9%
UPB price history and return analytics
+11.9%
-99.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -0.6% | -10.0% | -9.8% |
| 7D | -10.9% | +2.9% | -13.8% | -13.8% |
| 30D | -19.4% | -2.5% | -16.9% | -16.8% |
| 3M | -58.6% | -3.3% | -55.3% | -56.9% |
| 6M | -68.0% | +1.5% | -69.6% | -68.3% |
| YTD | -89.5% | +11.4% | -100.8% | -90.5% |
| 1Y | -87.9% | +11.9% | -99.9% | -89.1% |
| All | -87.9% | +11.9% | -99.8% | -89.1% |
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