+395.6%
UPW price history and return analytics
+360.7%
+34.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.9% |
| 7D | +0.9% | -0.7% | +1.6% | +1.5% |
| 30D | +10.5% | -1.7% | +12.2% | +12.3% |
| 3M | +0.4% | -2.3% | +2.7% | +2.7% |
| 6M | -7.4% | +1.5% | -8.9% | -10.1% |
| YTD | +1.8% | +12.0% | -10.2% | -12.3% |
| 1Y | -7.2% | +12.9% | -20.1% | -20.8% |
| 3Y | +92.2% | +74.9% | +17.2% | -2.4% |
| 5Y | +48.4% | +59.9% | -11.5% | -16.2% |
| 10Y | +192.6% | +224.6% | -32.0% | -26.0% |
| All | +395.6% | +360.7% | +34.9% | -27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling