-69.4%
UUUU price history and return analytics
+368.8%
-438.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | +0.4% |
| 7D | +1.8% | -0.1% | +2.0% | +2.0% |
| 30D | +1.8% | -0.7% | +2.5% | +3.0% |
| 3M | +1.3% | +4.0% | -2.7% | -2.5% |
| 6M | -26.8% | +12.3% | -39.1% | -34.9% |
| YTD | +0.1% | +14.0% | -14.0% | -12.1% |
| 1Y | +11.2% | +20.3% | -9.1% | -8.3% |
| 3Y | +97.7% | +75.4% | +22.3% | +3.1% |
| 5Y | +127.3% | +66.0% | +61.4% | +37.9% |
| 10Y | +532.6% | +228.2% | +304.4% | +99.1% |
| All | -69.4% | +368.8% | -438.2% | -91.6% |
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 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