-95.7%
UZX price history and return analytics
+19.8%
-115.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -0.6% | -15.7% | -15.7% |
| 7D | -20.5% | -0.1% | -20.4% | -20.2% |
| 30D | -56.5% | -0.7% | -55.8% | -56.2% |
| 3M | -78.3% | +4.0% | -82.3% | -79.3% |
| 6M | -93.8% | +12.3% | -106.1% | -94.2% |
| YTD | -94.7% | +14.0% | -108.7% | -95.1% |
| All | -95.7% | +19.8% | -115.5% | -96.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling