+303.2%
UVE price history and return analytics
+64.2%
+238.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.3% | +2.0% |
| 7D | -1.2% | -2.0% | +0.8% | -0.2% |
| 30D | +3.1% | -1.4% | +4.5% | +3.8% |
| 3M | +17.3% | +4.7% | +12.5% | +13.7% |
| 6M | +30.0% | +11.4% | +18.6% | +21.0% |
| YTD | +32.4% | +13.1% | +19.4% | +21.8% |
| 1Y | +83.8% | +19.0% | +64.8% | +63.6% |
| 3Y | +292.8% | +73.9% | +218.9% | +172.8% |
| All | +303.2% | +64.2% | +238.9% | +190.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling