-3.7%
UZE price history and return analytics
+94.9%
-98.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.5% |
| 7D | -3.2% | -2.0% | -1.2% | -2.3% |
| 30D | -1.0% | -1.4% | +0.4% | -0.3% |
| 3M | -2.2% | +4.7% | -7.0% | -4.5% |
| 6M | -9.9% | +11.4% | -21.3% | -14.8% |
| YTD | -3.6% | +13.1% | -16.6% | -9.6% |
| 1Y | -7.7% | +19.0% | -26.7% | -15.8% |
| 3Y | +22.9% | +73.9% | -51.1% | -10.3% |
| 5Y | -12.8% | +65.4% | -78.2% | -37.3% |
| All | -3.7% | +94.9% | -98.6% | -33.0% |
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