+157.4%
UVE price history and return analytics
+229.8%
-72.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.6% | -0.5% |
| 7D | +0.4% | -1.1% | +1.5% | +1.3% |
| 30D | +4.9% | -1.0% | +5.9% | +5.7% |
| 3M | +16.8% | +3.2% | +13.7% | +13.3% |
| 6M | +31.8% | +12.5% | +19.3% | +18.1% |
| YTD | +32.8% | +14.1% | +18.7% | +17.2% |
| 1Y | +76.5% | +18.9% | +57.6% | +50.2% |
| 3Y | +286.9% | +74.1% | +212.9% | +133.1% |
| 5Y | +306.3% | +66.9% | +239.4% | +152.4% |
| All | +157.4% | +229.8% | -72.3% | -17.4% |
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