-99.9%
UZX price history and return analytics
+60.6%
-160.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +2.6% |
| 7D | -0.8% | +0.4% | -1.1% | -0.9% |
| 30D | -8.0% | -2.6% | -5.4% | -7.7% |
| 3M | -80.1% | -3.2% | -76.8% | -80.0% |
| 6M | -93.3% | +0.9% | -94.2% | -93.2% |
| YTD | -97.5% | +11.3% | -108.8% | -97.5% |
| 1Y | -97.3% | +14.0% | -111.3% | -97.2% |
| All | -99.9% | +60.6% | -160.5% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling