-20.8%
UUU price history and return analytics
+358.3%
-379.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.6% |
| 7D | -29.3% | -0.6% | -28.7% | -29.1% |
| 30D | -25.9% | -2.2% | -23.8% | -25.1% |
| 3M | -38.5% | +1.1% | -39.6% | -39.1% |
| 6M | -37.6% | +5.2% | -42.7% | -39.5% |
| YTD | -27.5% | +11.5% | -39.0% | -31.8% |
| 1Y | -28.6% | +13.7% | -42.3% | -33.5% |
| 3Y | +33.0% | +81.9% | -48.9% | -5.1% |
| 5Y | -12.7% | +61.4% | -74.1% | -33.2% |
| 10Y | +26.9% | +219.6% | -192.7% | -28.1% |
| All | -20.8% | +358.3% | -379.1% | -62.8% |
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