-96.4%
UPLD price history and return analytics
+222.7%
-319.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.7% |
| 7D | -22.9% | +2.9% | -25.8% | -26.6% |
| 30D | -2.9% | -2.5% | -0.4% | +0.9% |
| 3M | -40.1% | -3.3% | -36.8% | -37.0% |
| 6M | -59.6% | +1.5% | -61.1% | -59.8% |
| YTD | -78.8% | +11.4% | -90.2% | -81.3% |
| 1Y | -82.8% | +11.9% | -94.7% | -85.0% |
| 3Y | -92.6% | +73.9% | -166.5% | -96.4% |
| 5Y | -98.7% | +57.9% | -156.6% | -99.3% |
| All | -96.4% | +222.7% | -319.1% | -99.0% |
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