+3,240.8%
UVE price history and return analytics
+371.8%
+2,869.0%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | +0.4% | +1.0% | -0.6% | -0.4% |
| 30D | -0.6% | -0.2% | -0.3% | -0.4% |
| 3M | +20.5% | +4.5% | +15.9% | +15.6% |
| 6M | +25.7% | +14.1% | +11.7% | +11.9% |
| YTD | +31.5% | +14.8% | +16.7% | +16.1% |
| 1Y | +80.3% | +21.2% | +59.1% | +52.3% |
| 3Y | +290.0% | +76.6% | +213.4% | +140.1% |
| 5Y | +300.8% | +66.6% | +234.2% | +155.8% |
| 10Y | +151.9% | +222.3% | -70.4% | -5.6% |
| All | +3,240.8% | +371.8% | +2,869.0% | +788.4% |
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 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