+284.5%
UVSP price history and return analytics
+357.8%
-73.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.4% |
| 7D | +1.7% | +2.9% | -1.2% | -1.3% |
| 30D | +1.0% | -2.5% | +3.5% | +3.5% |
| 3M | -4.6% | -3.3% | -1.2% | -1.6% |
| 6M | +8.1% | +1.5% | +6.6% | +5.4% |
| YTD | +27.3% | +11.4% | +16.0% | +12.4% |
| 1Y | +35.4% | +11.9% | +23.5% | +18.8% |
| 3Y | +152.8% | +73.9% | +78.9% | +40.5% |
| 5Y | +59.4% | +57.9% | +1.5% | -3.5% |
| 10Y | +115.4% | +222.6% | -107.3% | -38.5% |
| All | +284.5% | +357.8% | -73.3% | -3.6% |
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