+144.9%
UPW price history and return analytics
+229.8%
-84.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.7% |
| 7D | -2.8% | -1.1% | -1.7% | -1.6% |
| 30D | -6.4% | -1.0% | -5.4% | -5.4% |
| 3M | -8.3% | +3.2% | -11.4% | -11.9% |
| 6M | -17.0% | +12.5% | -29.5% | -28.4% |
| YTD | -4.6% | +14.1% | -18.6% | -19.3% |
| 1Y | -3.3% | +18.9% | -22.2% | -22.2% |
| 3Y | +61.5% | +74.1% | -12.6% | -18.5% |
| 5Y | +35.3% | +66.9% | -31.6% | -28.6% |
| All | +144.9% | +229.8% | -84.8% | -44.6% |
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 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