-56.7%
UPC price history and return analytics
+13.0%
-69.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.1% | +2.6% | +12.5% | +8.4% |
| 7D | +8.8% | +0.4% | +8.5% | +7.6% |
| 30D | -61.4% | -2.6% | -58.8% | -59.1% |
| 3M | -71.2% | -3.2% | -68.0% | -69.1% |
| 6M | -42.9% | +0.9% | -43.8% | -44.9% |
| YTD | -58.0% | +11.3% | -69.3% | -62.1% |
| All | -56.7% | +13.0% | -69.7% | -60.6% |
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