-71.9%
UPB price history and return analytics
+39.5%
-111.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.6% |
| 7D | -5.5% | +1.0% | -6.5% | -6.8% |
| 30D | -14.6% | -0.2% | -14.4% | -14.3% |
| 3M | -4.0% | +4.5% | -8.6% | -9.3% |
| 6M | -19.2% | +14.1% | -33.2% | -32.3% |
| YTD | -77.2% | +14.8% | -92.0% | -81.1% |
| 1Y | -67.0% | +21.2% | -88.1% | -74.7% |
| All | -71.9% | +39.5% | -111.3% | -80.1% |
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 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