-96.6%
UPLD price history and return analytics
+229.8%
-326.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -1.0% |
| 7D | -13.0% | -1.1% | -11.9% | -11.4% |
| 30D | -36.4% | -1.0% | -35.4% | -35.2% |
| 3M | -56.3% | +3.2% | -59.4% | -57.7% |
| 6M | -42.0% | +12.5% | -54.5% | -49.8% |
| YTD | -77.5% | +14.1% | -91.5% | -80.8% |
| 1Y | -86.9% | +18.9% | -105.8% | -89.5% |
| 3Y | -91.7% | +74.1% | -165.7% | -95.9% |
| 5Y | -99.1% | +66.9% | -166.0% | -99.5% |
| All | -96.6% | +229.8% | -326.3% | -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