+191.8%
UYM price history and return analytics
+229.8%
-38.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.4% | -1.4% |
| 7D | -6.0% | -1.1% | -4.9% | -3.8% |
| 30D | -6.8% | -1.0% | -5.9% | -4.9% |
| 3M | -2.8% | +3.2% | -6.0% | -9.3% |
| 6M | +1.3% | +12.5% | -11.2% | -21.2% |
| YTD | +19.9% | +14.1% | +5.8% | -9.1% |
| 1Y | +14.5% | +18.9% | -4.4% | -20.5% |
| 3Y | +29.6% | +74.1% | -44.5% | -59.0% |
| 5Y | +29.7% | +66.9% | -37.2% | -51.5% |
| All | +191.8% | +229.8% | -38.0% | -66.4% |
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