+63.4%
IVZ vs UUUU
+524.5%
-461.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +1.2% | +1.8% | -0.7% | +0.9% |
| 30D | +1.8% | +1.8% | 0.0% | +1.3% |
| 3M | +15.7% | +1.3% | +14.5% | +14.8% |
| 6M | +36.3% | -26.8% | +63.1% | +40.2% |
| YTD | +24.9% | +0.1% | +24.9% | +20.3% |
| 1Y | +48.9% | +11.2% | +37.7% | +37.7% |
| 3Y | +136.8% | +97.7% | +39.1% | +87.9% |
| 5Y | +60.0% | +127.3% | -67.4% | +17.2% |
| 10Y | +63.4% | +532.6% | -469.2% | -17.5% |
| All | +63.4% | +524.5% | -461.1% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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