-99.6%
UZX price history and return analytics
+65.6%
-165.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.5% |
| 7D | -2.5% | +1.0% | -3.5% | -2.6% |
| 30D | -48.9% | -0.2% | -48.7% | -48.9% |
| 3M | -76.3% | +4.5% | -80.9% | -76.4% |
| 6M | -92.6% | +14.1% | -106.6% | -92.5% |
| YTD | -93.6% | +14.8% | -108.4% | -93.5% |
| 1Y | -94.7% | +21.2% | -115.8% | -94.5% |
| All | -99.6% | +65.6% | -165.3% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling