+257.2%
UYG price history and return analytics
+368.9%
-111.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | -0.8% |
| 7D | -3.1% | -1.1% | -2.0% | -0.7% |
| 30D | -3.0% | -1.0% | -2.0% | -0.9% |
| 3M | +16.9% | +3.2% | +13.8% | +8.3% |
| 6M | +30.1% | +12.5% | +17.6% | -1.9% |
| YTD | +4.9% | +14.1% | -9.2% | -23.3% |
| 1Y | +7.0% | +18.9% | -11.9% | -28.8% |
| 3Y | +131.5% | +74.1% | +57.4% | -32.9% |
| 5Y | +78.6% | +66.9% | +11.7% | -39.6% |
| 10Y | +395.4% | +228.3% | +167.1% | -54.6% |
| All | +257.2% | +368.9% | -111.7% | -60.8% |
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 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