-14.3%
UVV price history and return analytics
+19.6%
-34.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.1% |
| 7D | -0.9% | -1.1% | +0.2% | -1.2% |
| 30D | -0.1% | -1.0% | +0.9% | -0.3% |
| 3M | -13.8% | +3.2% | -16.9% | -13.1% |
| 6M | -10.8% | +12.5% | -23.3% | -9.7% |
| YTD | -10.2% | +14.1% | -24.3% | -8.6% |
| 1Y | -14.3% | +18.9% | -33.2% | -12.4% |
| All | -14.3% | +19.6% | -34.0% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling