+68.4%
UXI price history and return analytics
+66.2%
+2.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | +0.1% |
| 7D | +2.0% | +1.0% | +1.0% | 0.0% |
| 30D | -11.7% | -0.2% | -11.5% | -11.3% |
| 3M | -0.9% | +4.5% | -5.4% | -8.8% |
| 6M | +1.6% | +14.1% | -12.5% | -21.0% |
| YTD | +19.8% | +14.8% | +5.1% | -7.7% |
| 1Y | +25.3% | +21.2% | +4.1% | -13.1% |
| 3Y | +125.2% | +76.6% | +48.6% | -22.8% |
| 5Y | +68.4% | +66.6% | +1.8% | -31.8% |
| All | +68.4% | +66.2% | +2.2% | -31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling