+35.9%
UUP price history and return analytics
+222.7%
-186.7%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | -0.1% |
| 7D | -0.7% | -0.1% | -0.5% | -0.7% |
| 30D | -0.6% | -0.7% | +0.1% | -0.6% |
| 3M | -0.1% | +4.0% | -4.1% | +0.3% |
| 6M | +1.9% | +12.3% | -10.4% | +3.0% |
| YTD | +3.5% | +14.0% | -10.5% | +4.8% |
| 1Y | +5.5% | +20.3% | -14.8% | +7.3% |
| 3Y | +9.7% | +75.4% | -65.7% | +15.4% |
| 5Y | +30.7% | +66.0% | -35.3% | +38.6% |
| 10Y | +35.9% | +228.2% | -192.3% | +45.4% |
| All | +35.9% | +222.7% | -186.7% | +45.4% |
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