+112.3%
UPBD price history and return analytics
+226.9%
-114.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +1.6% |
| 7D | -2.5% | -2.0% | -0.5% | 0.0% |
| 30D | -4.7% | -1.4% | -3.3% | -2.9% |
| 3M | +2.8% | +4.7% | -1.9% | -3.1% |
| 6M | -1.3% | +11.4% | -12.7% | -14.2% |
| YTD | +8.2% | +13.1% | -4.9% | -7.6% |
| 1Y | -21.6% | +19.0% | -40.6% | -37.0% |
| 3Y | -27.8% | +73.9% | -101.7% | -63.7% |
| 5Y | -59.7% | +65.4% | -125.1% | -78.1% |
| All | +112.3% | +226.9% | -114.5% | -55.7% |
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