+356.7%
UXI price history and return analytics
+221.8%
+134.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.3% |
| 7D | +7.1% | +2.4% | +4.8% | +2.3% |
| 30D | +1.1% | -1.5% | +2.6% | +4.6% |
| 3M | -19.1% | -4.1% | -14.9% | -11.4% |
| 6M | -9.1% | +0.6% | -9.6% | -9.6% |
| YTD | +10.5% | +11.0% | -0.5% | -9.9% |
| 1Y | +15.0% | +13.3% | +1.6% | -10.1% |
| 3Y | +122.3% | +73.4% | +48.9% | -25.9% |
| 5Y | +50.9% | +57.4% | -6.5% | -34.1% |
| All | +356.7% | +221.8% | +134.9% | -41.4% |
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 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