-61.2%
UPBD price history and return analytics
+65.7%
-126.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.0% |
| 7D | -3.7% | -0.1% | -3.5% | -3.5% |
| 30D | -5.8% | -0.7% | -5.1% | -4.9% |
| 3M | -2.0% | +4.0% | -6.0% | -7.2% |
| 6M | -0.9% | +12.3% | -13.2% | -15.9% |
| YTD | +7.6% | +14.0% | -6.4% | -10.5% |
| 1Y | -22.4% | +20.3% | -42.7% | -39.9% |
| 3Y | -28.2% | +75.4% | -103.6% | -66.8% |
| 5Y | -61.2% | +66.0% | -127.2% | -81.7% |
| All | -61.2% | +65.7% | -126.9% | -81.7% |
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 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