+171.2%
UUU price history and return analytics
+76.6%
+94.6%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.3% |
| 7D | +3.4% | +1.0% | +2.3% | +3.0% |
| 30D | +58.6% | -0.2% | +58.8% | +58.5% |
| 3M | -13.8% | +4.5% | -18.4% | -15.5% |
| 6M | +9.0% | +14.1% | -5.0% | +3.2% |
| YTD | +7.6% | +14.8% | -7.2% | +2.4% |
| 1Y | -1.6% | +21.2% | -22.8% | -6.9% |
| 3Y | +171.2% | +76.6% | +94.7% | +200.1% |
| All | +171.2% | +76.6% | +94.6% | +200.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling