+437.4%
UXI price history and return analytics
+222.7%
+214.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -1.8% |
| 7D | -1.2% | -0.1% | -1.1% | -0.9% |
| 30D | -13.9% | -0.7% | -13.2% | -12.6% |
| 3M | -6.0% | +4.0% | -10.0% | -12.9% |
| 6M | -2.2% | +12.3% | -14.5% | -22.5% |
| YTD | +16.1% | +14.0% | +2.1% | -10.6% |
| 1Y | +22.7% | +20.3% | +2.4% | -15.2% |
| 3Y | +118.2% | +75.4% | +42.8% | -28.7% |
| 5Y | +64.5% | +66.0% | -1.4% | -35.4% |
| 10Y | +437.4% | +228.2% | +209.2% | -29.9% |
| All | +437.4% | +222.7% | +214.7% | -29.9% |
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